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The Cost Calculator is a fun way to quickly give you a rough idea of how much time and cost you and your staff
spend doing routine tasks in your accounting practice before implementing Client Track. |
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Determining Which
Clients' Tasks Are Due |
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Client Track includes built-in federal & provincial
due dates which makes scheduling government
returns and payments for your clients easier. |
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Client Track allows you to quickly view and
organize all of your clients' tasks at a glance. |
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| Learn more about our tasks section. |
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Notifying Clients Of Their
Upcoming Deadlines |
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On average per day, how much time do you and your
staff spend manually notifiying your clients of all of
their upcoming deadlines (i.e. typing emails)? |
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With Client Track, you can easily send automatic
notifications to your clients of their upcoming
deadlines by email, fax, letter or phone in seconds. |
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Client Track allows you to customize the notification
template for each task when you notify your clients
of their upcoming deadlines. |
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| Learn more about our notification feature. |
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Managing Workload To
Get Tasks Done On Time |
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On average per day, how much time do you and your
staff spend on managing and budgeting all of your
clients' workload? |
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With Client Track, you can allocate tasks to your
staff and quickly view your office's workload. |
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Client Track gives you the ability to define and
customize the number of steps required to
complete a tax return for your clients. |
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| Learn more about tasks management feature. |
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Tracking What Paperwork
Clients Have Brought In |
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On average per day, how much time do you and your
staff spend trying to find out what paperwork clients
have brought in
and what information is missing? |
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Client Track allows you to easily record and track
what information is missing and what questions
the preparers may have for the client. |
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Client Track has a communication logger that allows
you and your staff to log in phone calls and client
communications. |
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| Learn more about our missing info feature. |
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Tracking Your Time &
Managing Your AR |
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On average per day, how much time do you and your
staff spend on entering all of their time information
and creating invoices for your clients? |
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Client Track can track your clients' time by
using built-in timers or by manually entering
time on the calendar. |
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Client Track can organize and adjust your time
to create flexible itemized or flat rate invoices
for your clients and enter deposits for full A/R. |
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| Learn more about our time & billing section. |
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| Note: The annual total time and cost for each routine task is calculated based on 260 working days. (52 weeks x 5 days/wk) |
