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Automated task management - now with target dates

1st Jul 2020
Brought to you by
BrightManager logo

Award winning CRM & practice management software

Save content
Have you found this content useful? Use the button above to save it to your profile.

The kicker about time, is that it takes time to manage it. You write endless to-do lists, only to reshuffle them when things inevitably change or clients get back to you. 

With everyone planning their time separately and following different processes, it’s impossible to keep track of job progress or guarantee that the correct procedures are being followed.

For practices using AccountancyManager (AM), the whole team’s time is managed for them. Using a combination of your clients’ accounting dates and deadlines you set yourself, AccountancyManager builds personalised, highly detailed task lists to keep you and your clients’ accounting on track.

Read the article here.