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 30-day trial and no-quibble money back guarantee.
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.
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.