You will get regular notifications of important jobs and due dates. Not only this, but you can also automatically chase clients for missing information by email or text.Manage All Types of Jobs
Create, assign and monitor jobs in most convenient way. Whether it is a self-assessment, VAT filing or annual accounts management you can track its status by reports.Client Onboarding and Agreements
Automate client onboarding with simple login process. Send built-in “Letter of Engagement or Agreements” get their e-sign in minutes without leaving your workflow.
Companies House Integration
Assign Jobs To Team
Send Emails & SMS
Manage Agreement Service
Client’s Related Reports
Track jobs status
Maintain Clients Timeline
Explicit Jobs’ Reporting
Practice Manager’s smart dashboard offers complete business overview from total clients to due jobs. Monitor team performance, jobs status and upcoming task from anywhere, anytime right on your phone or PC.