RECEIPT BANK PRACTICE PLATFORM
Practice Platform includes a dashboard of metrics and client communication features which allow you to track your workload and prioritise clients through a real-time analysis of your bookkeeping process.
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MANAGE YOUR PRACTICE WITH UNPARALLELED INSIGHTS.
On your dashboard you can see how and when your clients are submitting documents and have immediate visibility over the most urgent aspects of your workload.
Using the suite of Client Communication tools you can enhance these metrics and maintain positive, lasting client relationships.
For more information about Practice Platform packages, fill in this form:
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Any questions? Request a call with the Account Management team. Or learn more at our blog