Missed deadlines cost you twice: once for the fee and again for the loss of client confidence
See at-a-glance everything about any of your clients:
Every staff member receives a daily summary of all deadlines that still require attention each week.
Now whether staff are in the office or on the move, they can easily stay up to date.
All plans include a 60-day trial and no-quibble money back guarantee.
I found PracticeFlow after searching the internet for a way to manage client deadlines and it's fantastic.
Our clients expect to be reminded when returns are due, when payments need to me made and how much they need to pay. That gets more difficult as your client base grows.
With PracticeFlow we can schedule key dates and tasks to make sure we don’t miss any deadlines.
It also acts as a central point to hold key data such as UTR’s.
We love it!
Practice Flow has transformed the way we work in a time pressured environment, the daily reminders ensure we never miss a submission deadline and hence no late filing penalties.
PracticeFlow is an excellent practice management software that provides us with exactly what we need without the high price tag for providing all the extras that are not required. Why pay extra for email integration and ability to text via the software and so forth.
We wanted a cloud based software that would hold all key data in one place and could be accessed anywhere at any time. A software that would allow us to manage tasks and deadlines. Well PracticeFlow has satisfied these requirements + more including the ease at which the data can be downloaded as a CSV file for backup and daily email reminders of upcoming tasks.
PracticeFlow is now a vital part of our business growth strategy.
We were finding that an increasing amount of our time was spent checking client’s submission deadlines – time that could be better used helping clients or developing new leads.
We estimate that for each corporate client we have, there are over 20 deadlines that we need to manage such as Accounts, Corporation Tax, VAT, PAYE and self assessment tax returns filings. We envisage that this will only increase as time goes by.
Practiceflow offers us a practical, efficient and cost-effective way to manage those deadlines.
We recognise that a missed deadline can result in a lost client and so the peace of mind that Practiceflow provides is invaluable.
As is often the case with game-changing technology, I now wonder how we coped before we started using Practice flow.
A large proportion of our clients are "tech-aware" themselves and we strive to provide a service that meets their demands and way of working. Practiceflow helps us achieve this.
One added benefit of using PracticeFlow is that it has actually aided our team briefings, as the whole team is now more aware of everyone else's workload and helps avoid people working in isolation.
As all accountants are essentially suffering from the same issues – shortage of time, risk of missing clients' deadlines, sharing knowledge amongst team members – I have no hesitation in recommending PracticeFlow to other accountancy firms.
Client work and Staff case load management need a CRM System as PracticeFlow provides, so, a valuable and yet cost efficient tool for Partners and Directors of Accountancy and Book-keeping related firms may oversee the various stage and processes, either, individual or all tasks may be at depending on the preferred criteria selection.
Whether a single or multi user requirement, at a touch of button and from almost any location in the world, this cloud base platform allows the owner, or owners, control over the complete service package and whose clients engage the accountancy or bookwork, payroll and stocks auditing team to perform to strict performance deadlines. This includes presenting to the client, on site, a visual, historical trail that explains from notes held on the programme by each staff, the action/s behind work in progress and immediately the PracticeFlow resource as a tool impresses upon the end user a confidence in the provision of overall service.
Limited companies automated update links of filings lodged, or, deadline due dates approaching, held at Companies House, with a complimentary record card where other data may store / hold UTR, PAYE, VAT and Authentication Code information is but a few of the useful features this software retains details of within a central database to have hands on access to all sorts of references needed, without so much as vacating the work station, after saving it.
The after sales support is reactionary and constructive to the extent the feedback is helpful toward making certain aspects of the programme bespoke and where certain amendments cannot be applied immediately suggestions are taken on board which has the end user feeling this is not only a marvellous resource but supported by a business who seeks to build on the client / supplier relationship, making this good product even better.