Dear CA, CS, CMA & CPA
In today's age, success of accounting firm highly depends on customer relationship management, team management, workflow management, billing management and valuable time management processes. That means accounting firm need a smart practice management solution to manage, monitor, and ensure quality task management and team collaboration. So If you an accounting professional and looking for software solutions for your firm practice management then, this blog is exactly for you.
Let’s start with a confession — modern firms have to keep track of many things in routine practice. You need to do project management tracking, track time, client document management, share files with clients, manage remote team, which becomes tough at times, isn’t it? The problem increases when the reports you need, are scattered on various systems and you spend time moving across all those, aren’t you? But ‘Every Problem Has A Solution’ — And here’s the one for you —
There are lots of accounting firm management software options but Easycloudbooks is build by a practicing chartered accountant and it's specifically designed to manage all aspects of accounting firm. It’s a new practice management software that can digitize, standardize, automate, and simplify all your processes thereby allowing you to streamline your work processes and focus on relationship building instead of hunting down tasks.
Reduction in Turnaround Time →
This accounting practice management software reduces the turnaround time by reducing time usually spent on followups, query resolution, staff management, conflict resolution. It also enhances client satisfaction and adds a minimum of 72 days to your work calendar.
▹ Increase the profitability →
Best of all, studies have shown that users have gained an increased profit margin on client jobs and made their professional firm more productive and proactive.
▹ Reduction in Stress Level →
Actually, there are countless different ways you can improve your routine practice with Easycloudbooks, esp., those stressful due dates when you and your team struggle to keep up with all the deliverables and client communication.
This cloud-based software takes the groundwork out of the work processes making them simple as never before, for instance —
Project Management Software →
To track daily task of clients. It helps you assign, reassign and prioritize your work or to update status on the go.
▹ Computerized Client Module →
To maintain client relationship effectively or to explore quick info about any prospect
▹ Automatic Accounts Module →
To help you manage billing process, accounts receivable. It helps you track unbilled projects, unpaid invoices from clients to make follow-ups to clients.
▹ Secure Client Portal →
To quickly share documents with clients, manage communication with clients and manage client accounts for sharing information about billing and collection.
But, as exciting as all that is, it’s just the tip of the iceberg of what Easycloudbooks can do! There are still many features like customizable personal gadgets, time tracking, access-right management, event & scheduler based automation along with white labelling solution, and what not → All-In-One Simple yet comprehensive platform.
It’s rightly said that “If You Never Try — You’ll Never Know”!
So, if you’re a small or larger firm and ready to make your accounting firm more effective, Just try Easycloudbooks’s Unique platform for team and time management and bet you’ll be definitely wondering why you’ve been Juggling among various Windows, Tabs, and Apps up till now.