This is a list of all features of the Accounting CRM and Practice Management Application. By clicking on any item in the list, you will be taken to a blog post explaining the feature in more detail.
They are broken down into 3 sections:
1. Getting Started
Getting Started: CRM for Accountants and Auditors: This post contains the upload files and steps needed to set up your CRM and import your client details.
Adding Users: How to add additional staff to the app and change user rights.
Timekeeping: User the in-app timer as you work to track performance and gain insights into profitability.
Billing: Setting up your rates and rate groups, such as retainers or hourly billing.
2. Per Table Breakdown
Adhoc Tasks (Department Title)
Accounting (Department Title)
CIPC (Department Title)
Financials & Tax (Department Title)
Payroll (Department Title)
Tax (Department Title)
Setup:
Accounting System Clients (coming soon)