Manage Work and Emails in one place
Are you still using Excel sheets for your daily operations? It's time to say goodbye to Excel sheets and hello to eProcessify Workplace.
Automate Recurring Task Creation
Automatic recurring task creation for accounting firms never lets you forget any task and streamlines repetitive tasks. With this capability, the practice management software for accouting firms can automatically generate and assign recurring tasks based on a predefined schedule. These tasks can include monthly bookkeeping, quarterly financial reporting, tax filings, and more.
Send and Receive Emails directly from Task
With this capability, team members can access and manage emails directly from eProcessify, an practice management software for accounting firms, eliminating the need to switch between multiple applications. It centralizes all relevant information, ensuring that important emails related to specific tasks are readily available for reference. Furthermore, this feature enables seamless collaboration, as team members can easily share emails and updates within the context of a task.
Automate Email Reminders
eProcessify, a practice management software for accounting firms offers you the ability to automate email reminders for various essential tasks whether it's data collection, timely tax payment reminders, or addressing client queries. Clients will appreciate the timely and proactive communication, strengthening their trust in your services. Moreover, your team will save valuable time, which can now be invested in value-added tasks.
Create Task from Email
Emails are seamlessly integrated into our practice management software for accounting firm, eProcessify allows you to effortlessly convert important emails into actionable to-do items, directly from your inbox. No longer do you have to manually transfer information from emails to task lists. By leveraging this feature your accounting firm can increase team's productivity, and improve client response times.
Effortlessly maintain communication trail of any task
Maintaining a clear and organized communication trail is essential for accounting firms to stay on top of their tasks and ensure everyone is informed about important updates. Our integrated practice management software for accounting firms captures all communication related to a task, including emails, comments, and attachments, in one centralized location.
Make your work status meaningful with labels
Labels in a practice management software for accounting firms are a versatile tool that empowers teams to organize and categorize tasks effectively. Much like organizing files in physical folders, labels allow you to tag and group tasks based on specific criteria, making it easier to locate, prioritize, and manage them efficiently. You can filter the task by labels giving you clear visibility of work status.
Automate your workflow
You hire people for their skills and not to perform low value work like chasing clients for data, creating spreadsheets of task, and maintaining work status. Automate so your team can give more time for your customers. With the help of Best practice management software for accounting firm, you can configure automating changing work status, applying or removing labels and assigning task.
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Add Comments, Mention Team member & receive reply directly from Notification mail
Your team members can communicate internally using the comments on the task. They can mention team members and when another team member will be notified using email, they just have to reply to the email to give a response to his comment.
360 degree visiblity with easy to understand reports
Empowering decision makers with insightful information, reports facilitate decode complex data in organized manner. Workplace provide easy to understand completion report, workload report, etc.