5 Key Issues Accounting Professionals
face and how Client Track solves them: |
 |
|
|
Determining
which clients' deadlines
are due |
Notify all your
clients of each of
their upcoming
deadlines |
Determining
which clients
have brought
in their info |
Managing your
workload to get
everything done
on time |
Tracking your
time & managing
your accounts
receivable (A/R) |
|
|
 |
|
By effectively solving these five key issues, you can
control your practice and grow your business. |
|
 |
|
 |
|
|
 |
|
|
|
|
|
Schedule Your Tasks |
|
|
|
|
|
Client Track automatically knows all the task dates,
therefore making it easier to schedule your clients`tasks. For more information,
go here. |
|
|
|
 |
|
|
 |
|
|
| Automatic Notifications |
|
Client Track can automatically send
notifications to each of your clients by
email, phone or fax to notify them of
their upcoming deadlines.
For more
information,
go here. |
|
|
|
 |
|
|
|
| Client's Information |
|
Client Track allows you to check off
which of your clients have brought their
information in. For more information,
go here. |
|
|
 |
|
|
 |
|
|
 |
|
|
| Clients' Tasks |
|
Client Track allows you to view all your
clients' tasks at a glance. You can see
the tasks in a calendar format or a list
view so you know exactly which tasks
need to be done.For more information,
go here. |
|
|
|
 |
|
|
|
| Time & Billing |
|
Client Track can track your clients'
tasks using built-in timers or by using
time entry forms. Client Track can fill in
most of your billing information on the
task information already in the system.
For more information,
go here. |
|
|
 |
|
|
