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SQL database technology increase deadline control by:
- Being totally integrated with
- Statutory Accounts production
- Bookkeeping
- Practice Management
- Client Care database
- Document Management
- Management Accounts
- Human Resources
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Meet crucial dates by:
- Recording key dates when adding client to your practice
- Ensuring that both statutory and non-statutory dates are included in the system
- Generating electronic lists of pending dates for prioritising WIP
- Using the inbuilt control to track essential deadlines
- Tracking WIP against imposed dates from start to finish
- Allocating responsibility to managers to report any deviation from target
- Using a traffic light system to eliminate the risk of overdue dates
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Save Time and Resources by:
- Rolling forward key tracking dates from the previous year
- Setting up reccuring tasks along quarterly, monthly, weekly and daily timeframes
- Automatically populating staff planning with key activities
- Using client data to prepopulate key electronic document
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