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“Accountants, focusing on compliance, need bookkeeping undertaken for their clients. So the link between accountants and bookkeepers is closer than ever. With bookkeeping at the heart of my firm, MTD shouldn’t change my business really. My clients already have up-to-date figures.”
“I use Senta for marketing activities all the time. For instance, sending brochures out to clients. Marketing activity in general is something I am constantly aware of. As my practice is quite small, I am quite agile and I’m able to adopt new technologies quite easily. I can even have meetings online at unusual times with clients who are in other parts of the world.”
CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing platforms to take firms, professionals, and their clients further.
Jetpack Workflow is a Cloud-based application that helps accounting professions manage, track, and automate recurring client work. Jetpack Workflow also helps track, All the work for your staff and team, Profitability to specific projects, The time it took to complete the work and much more.
TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. *Easily track your time and generate customizable invoice. *Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar *Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. *Clients Portal * E-signature & Payments
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