small business bookkeeping services

Client Document Portal features

Our Client Document Portal helps you to manage all your client information on a single domain helping you make your practice cutting edge.

Features:

The portal is designed to represent you – your name /company name, your ethos, and your culture.

You may upload all Your records and allow easy access to us and your staff.

The portal has the facility of sending auto-generated emails to us, which you may use for obtaining.

Approval - no more printing and couriering.

Document Portal is offered at an extremely cost effective rate.

You may anytime access their records – no need to approach your staff.

You may in turn approve online hassles of approving vanish, if they choose to do so.

Time Tracking and Revenue Assurance

The conveniences provided by this software are:

Accessibility from anywhere.

Time slots can be logged by activity and by client.

Budget allocations can be included and actual expenditure updated against each activity and client.

You may compare your invoices against actual logged in.

You may review reports, analyzing performance of your staff or pinpoint activities which could be simplified.

You may conduct an ABC analysis of yele and decide on areas of growth.