ClientFocus is an
effective, affordable web based Accountancy Practice Management solution designed by
accountants to help accountants. Are you any one of the following:
Accountancy Practice Management
Practice management software allows you to manage your work load, hit client deadline and ensure you keep in check without incurring fines.
An ambitious practice start-up?
A small to medium sized practice
looking to expand?
A medium to large practice with a
need to streamline?
You need basic client management
features: recording relevant client details, quickly producing
ad-hoc letters and creating specific reports to help your visits or
meetings run smoothly.
You need the basic client management
features plus the ability to see the bigger picture over your entire
practice, be able to drive your client tasks through with ease and
iron out any bottle necks.
You need all the above plus the ability
to track contractor / staff time, produce automated reminder letters
for your clients and be able to allow your people to work remotely.
ClientFOCUScan help you as it provides a targeted set of
easy to use practice management tools to help your business take the
next step. You can see ClientFOCUS in action by
watching one of our Accountancy Practice Management Video demonstrations
An Accountancy Back Office System can be a valued addition to any
practice. Such a system can provide a fantastic foundation to manage
the practice from.
It’s a typical working day at your
successful, accountancy firm. To the untrained eye, dozens
of suited and booted professionals glide about their hectic daily
routine with apparent ease. Inside the air-conditioned building is a
harmonious atmosphere of deadlines being met without any stress, client
information within easy reach and cool, calm staff with their finger on
the pulse.
Then imagine the reality
Beneath the cool, calm façade projected
to clients, vaguely organised chaos is likely to rein. In a small or
medium-sized practice, day-to-day housekeeping tasks are usually done
manually by individuals, who have so much to do their minds may not
always be on the job at hand. Client information may be spread across a
range of different mediums, from databases to floppy disks or, even in
this computerized age, usually on paper in rows upon rows of filing
cabinets.
