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'Customer Risk Management' - Reduce client risk by:
- Ensuring all due diligence is recorded
- Project managing all agreed work
- Timely and accurate billing
- Developing strategies that increase business opportunities and improve loyalty
'Customer Relationship Management' - Enhance client relationships by
- Recognising the internal as well as the external customer
- Identifying methods to maximise the service they receive to meet their many deadlines
- Using all the centralised data effectively
- Promptly responding to any queries on tax, compliance or working papers
- Identifying the additional services you can offer to enhance their business
- Applying client care strategies to build strength, credibility and loyalty
- Tailoring promotional activities to suit your target audience and capture their responses
'Customised Report Monitoring' - Exploit the user defined option within
the system by:
- Taking advantage of the reporting capability beyond statutory reports
- Customising the suite of available reports
- Utilising the self-populating report fields
- Manipulating report data to aid tax planning
'Centralised Recording Mechanism' - Benefit from centralised by:
- Using WIP, statutory deadlines and timesheets to plan effectively
- Taking advantage of self-populating fields to save time and resources
- Recording all communications with client files and WIP in a virtual memory
'Communication Recognition Media' - Reduce paper storage and improve
confidentiality by:
- Password protecting electronic folders
- Ensuring all forms of communication are stored within the system
- Recording receipt of all documents and records and allocating responsibility for them
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