Clients Page
The clients page is the place to keep track of everything you could possibly need to know about your clients, and easily access or change any of their data.
Potential Clients Page
The potential clients section is the place to keep track off all potential clients. With a built in quote creation system you can also send out customised quotes to potential clients. Plus keep track of your firms client conversion percentages!
Jobs Board
The jobs board is the place to log and keep track of all of all client jobs. With a filtering system so you can see the progress of each job, you'll always know how the staff are progressing with their work.
Client Phone Numbers
All of your clients phone numbers will show up here so you have all numbers easily accessible to give your client a call, or search for any unrecognised numbers to see if that last call was from a current client.
The Week Ahead
The week ahead contains all of your jobs, reminders and meeting that are going to happen within the week of the date selected. This means you can also look ahead and be prepared.
Phone Messages
The phone messages page is the place to log and keep track all of the phone calls, and allocate the responsible staff member to deal with the call. The staff member will be sent an email to let them know they have a new call logged in the software, and progress can be tracked until the call is 'complete'.
Practace Overview
The practace overview contains everything you could want to know about your business, and the fees it generates. This page can only be viewed by authorised staff chosen by your firms administrator.
Archives
There are archives for the books cupboard, clients, potential clients, phone messages and the repayment tracker. All of the archives have the same information as the normal pages, and pretty much anything can be unarchived.
Books Cupboard
The books cupboard is the place to keep track of where all of your clients books are located, and what the books look like so they are easy to return when the client pops in to collect them.
Reports
There are various reports such as client fees, client rating, client location, HMRC authority, last date increased fees, potential clients onboarded, Fees gained v Fees lost, etc. You can also generate CSV files for all reports.
Staff Availability
Easily see which staff are avilable for work and what days they are missing. There is also a system log of all days off so you can see who was off and why, and how many days staff have been away from work.
Fee Allocation
When you add a new client, or edit an existing one you have the option to select responsible staff for each job. You can use this to see the amount of fees allocated to each staff member. This allows you to see a clear picture of how your whole firms fees are allocated across all of your staff.
Reminders
Set reminders for anything you need and set a deadline with responsible staff. The responsible staff will be sent an email to remind them the day before the deadline.
Control Desk
The control desk shows the accounts control, companies house statement control, corporation tax control, P11Ds control, PAYE control and VAT return control. Never miss a deadline with all the filing dates at your fingertips.
Meetings
Log all of your firms meetings with the staff member attending the meeting, and notes for the meeting. The responsible staff will receive a reminder email the day before the meeting.
Repayment Tracker
The repayment tracker is where you can keep track of all of your clients tax refunds. Show what type of refund is due, the expected amount of the refund, the progress of the refund, and if your firm is receiving the refund and deducting fees.
Your Prices
If you have fixed prices for various standard services these can be showin in the Our Prices section. It enables all staff to be able to advise on fees for these services at any time.
Levels Of Access
There are four levels of access. Full access can see evrything on the sofware inclunding all the firms fee information and others jobs. General access can see their own jobs and no fee information. View only is view only so no adding or editing . And No access cannot see anything.