1. Client Management System
In an effort to enhance your ability to provide top quality services we have developed an internal project management tool which provides three critical elements of accounting in a single application:
- Client Information
- Delegation of Tasks
- Job Status
Client Information
This system will allow your firm to store all relevant client information in a single secure application. It serves as an electronic contact system, which tracks all of your clients contact information as well as their login information to any bank or credit card accounts. As an accountant you most likely get read-only access to your client’s accounts online. Let’s face it, keeping track of all of that data is time consuming and leaving it around the office or saving it to a simple file on your desktop can increase the chances of that information getting into the wrong hands. By storing it in a centralized location on an encrypted and secure server you are able to protect your client’s pertinent data while saving time in accessing the information from anywhere, anytime.
Delegation of Tasks
If you’re accounting business requires you to hire part time help during busy times or full time help which focuses more on data entry, you understand how important it is to be able to manage these workers. Integrated into the system is a sophisticated task and update module that allows you to assign certain clients or tasks to specific individuals. You are able to provide restrictive access to this system for each of your workers. While logged in, your workers can update the status of their assigned tasks, and notify you when it is ready for review. This system was designed to give you the ability to manage not only your clients, your workers as well. If you would like a demonstration on how our client management system works, feel free to contact us for an initial consultation and demonstration meeting.
Job Status
The more clients you get, the harder it becomes to keep track of the status of each job. Each client’s needs are different. Not only does the frequency of updates to your clients-files differ (i.e. some daily, weekly, monthly, and quarterly), but the services you offer may not be consistent among your client base (i.e. some may need bank reconciliations, some may just need payroll). Our client management tool allows you to not only set these deadlines ahead of time, it provides you with the information you need instantly with the click of a button. Stop shuffling through papers or opening different files on your computer every time a client calls asking for an update, get all of that information with ease using out client management system.