5 Key Issues Accounting Professionals face
and how Client Track solves them: |
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Issue 1: |
Issue 2: |
Issue 3: |
Issue 4: |
Issue 5: |
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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 work-
load to get everything
done on time |
Tracking your time &
managing your accounts
receivable (A/R) |
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By effectively solving these 5 key issues, Client Track can help
you save time & money and help grow your business. |
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| Easily Schedule Your Clients` Tasks |
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Client Track has all the federal and state deadlines built-in and you can create you own deadlines
so scheduling all your tasks for each of your clients becomes quite easy. |
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| Automatically Notify Clients of Upcoming Tasks |
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Client Track can automatically send notifications to your clients by email, phone or fax
reminding them of all of their upcoming tasks. |
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| Easily Track Your Clients' Paperwork |
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Client Track allows you to record which paperwork clients have brought in and also allows you
to track the status of missing documents and questions. |
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| View All Of Your Clients' Tasks At A Glance |
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Client Track allows you to view all your clients' tasks at a glance by using the calendar and list
views as well as prioritizing your tasks, so you get everything done on time. |
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| Record Your Time & Invoice Your Clients |
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Client Track has a full time tracking & accounts receivable system so you can track your account
balances and productivity levels for your clients, staff and projects. |
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