Innovative Client Scheduling Software for Accounting Firm
Most accounting and CPA firms need to visit their clients for projects and work, and it can be a time and energy-consuming affair. With our innovative client scheduling software for accounting firms, you can make your client scheduling efficient and manageable from a single software and eliminating the need to create long email threads or giving multiple calls to clients and employees. The managers can update the availability of employees on their calendar, and the clients can choose the available time and date as per their convenience. Once a client schedule request is approved, the employee availability for the specified time is blocked unless any changes are made to the schedule.
Why choose our Client Scheduling Software –
- One-Click Scheduling — Our multi-user dashboard empowers clients and employees to create client schedules from their dashboards. We are simplifying the complex task into two simple functions. A user generates a request for a client schedule, and the other approves or rejects the request.
- Past Client Schedules — View all the details of past client schedules of employees and clients by using our many filters. So worried about a client or employee consuming too much time at client scheduling, just view previous client scheduling records to find out.
- Get Real-time Notifications — Get all the updates on client schedules on your dashboard and your work email. Our inbuilt automated reminders make sure you never miss any client schedule and pop up your upcoming schedule details on the user dashboard.
QuickstartAdmin is a comprehensive suite of practice management tools that empowers firm owners to efficiently track and manage their CPA practice from a single dashboard. Based on the cloud, QSA supports remote work capabilities and makes it easier for employers to keep track of employees and clients from anywhere, whether at home, office, or traveling. Get all the details of your firm delivered to your dashboard whenever you want. Our business automation tools help streamline your day-to-day operations’ workflow and improve your employees’ overall productivity. Efficiently manage your employees, clients, projects, billing, and all other aspects of your accounting firm from a single platform. So get work done without wasting time on switching tools and devices for various functionalities.
