Solutions for Accounting Firms


WorkFlowMAX

Move your practice forward with WorkflowMAX Practice Manager. It provides a job focused, value or time based billing approach, seamlessly connecting your entire practice with Xero's single ledger in the cloud.

WorkflowMAX Practice Manager includes features built specifically for Accounting Practices, such as Job Focused Workflow, Value or Time Based Billing, Time Sheets and Invoicing, KPI Dashboard, Client Relationships, Xero Integration, Client Document Upload and much more.

With WorkflowMAX everything you need to know about a job is in one place, staff assignment, work papers, milestones, estimates/quotes, time sheets, disbursements and WIP. Automated notifications provide live updates as jobs progress through the system, so you know exactly how everything is tracking.

Your invoicing is completed in WorkflowMAX based on quoted or actual, and integrates seamlessly through with your accounting back end. In depth reporting then provides transparency over job profitability, staff efficiency and work in progress.

Our WorkflowMAX team can help you:


  • Extract data from your current practice management software

  • Integrate WorkflowMAX with other software products if required

  • Streamline your processes to ensure you are using the most efficient workflows




Please click here to download our WorkflowMAX PDF Brochure

Go to our WorkflowMAX website for more information






  • Provide training to your staff on the best way to use the application

  • Work through the many configuration options available and tailor the solution to your needs

  • Provide ongoing telephone, on-site, and email support from our helpdesk.





BetterMail

BetterMail is an internet-based marketing and database management tool that facilitates your communication with your customers, partners and stakeholders.

Inform and engage your audience with stunning email campaigns tailored to the individual subscriber. Our e-messaging solution has been designed for spam compliance and maximum deliverability ensuring your emails reach the right inbox.

Our e-marketing tool also allows you to connect with your clients via SMS and social networks like Facebook, LinkedIn, and Twitter. These additional tools will help you synchronise your email and social marketing as well as spread your brand messages further.

Through a simple step-by-step process, seamlessly threaded with advanced options, BetterMail empowers you to create, send and track your business communications without fuss, and with no more than your internet browser.

Go to our BetterMail page for more information

Please click here to download our Bettermail PDF Brochure




Custom Reporting

Wouldn't it be good if you could have your reports designed the way you want so they can be run on a regular basis with little or no effort?

... You can! ... and so much more!

Many practices spend a lot of time running standard reports to get only some of the information they need and then transcribe and combine that data into another form so that it can be useful.

The Solutions Connect reporting system utilises the SQL Server Reporting Services framework.

Solutions Connect offers a consulting service to work with your firm to develop custom operational reports that harness the data within your practice management solution.

Our experience is that many firms feel constrained by the reporting that their practice management solution provides.

While we offer a service to tailor reports to precisely suit your needs, we have also designed some sample reports which may suit.

Please click here to download our Custom Reporting PDF Brochure




Training

Training is critically important to maximise the potential of any software.

We offer training services focussed on skill development during the implementation phase, and skill maintenance on an ongoing basis.

Software packages are continuously developed and enhanced. It is VERY important to ensure that all users are continuously updated with the latest features.

Our training courses are designed to enable you and your staff to learn about subjects that really affect your business.

The courses can be conducted in our training room, or at your premises.

Go to our Training page for more information





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