Looking for some inspiration from others!
Small practitioner with about 250 clients and 3 remote workers - our increasing problem is emails containing info not getting filed and needing something that brings together everything for a client.
Currently we use:-
Dropbox for file storage
Excel for capturing time for add on services
I’ve looked at logical office and virtual cabinet - logical office looks like it covers most system processes but I really don’t like the look of it (very much windows 3.1) and there seems to be an awful look of clicking needed for some things - VC looks great for bringing together documents and emails but seems limited.
My main question is what do other firms use ?
The one thing I do need is the emails to be tracked and filed (with as little user invention as possible to ensure it gets done) against the clients so provide a bit of a timeline and correspondence file.
Document storage seems to be just that - storage of documents - but where do you then put all your files ? Ie sage backups, payroll software backups etc etc ? As these are currently filed in the client folders in Dropbox
Workflow management defo needs improving as whilst tax calc is getting better it’s not great and anything you email from them just goes into the clients junk folders
So ideally - software that has document management, emailing integration, workflows AND storage of data files - it is Xmas soon so I can but ask! Or ideas as to as few a systems as possible