Taking the best of a traditional office work area and digitizing the most familiarly used aspects creates a single WorkSpace. Combining dashboards and data-entry into one screen, users find a uniquely empowering experience where everything is just one-click away. Work in “One” place and for teams “Work as One”!
This experience is what we call, Workspace™.
Every year, there seems to be more accounting and tax software that utilizes its own database. While this can sometimes be incredibly useful, in our practice, it has a tendency to further complicate data duplication and accuracy. This is what we set out to eliminate. We have so many databases that need similar information about our clients and when that data is updated by the client, it further complicates the issue. Workspace™ corrects this by becoming the central repository of client information and can two-way sync with your other accounting and tax software.
No one likes to look over team members shoulders, but it can be difficult to keep everyone accountable and focused on completing tasks on-time. With Workspace™, you can instantly see where everyone is at with specific tasks and even delegate tasks to team members who are under-utilized. Whether it’s your calendar, their calendar, or the firm’s calendar — every project, assignment, and appointment is readily available. Keep everyone happily working without having to feel like you’re “checking up” on your team members.
We lose billing opportunities when we don’t track our time, even if we value bill our clients. If we don’t fully understand where our team’s time is being spent, we may frequently under bill clients. Workspace™ makes this easier than ever before, whether you’re in front of your workstation or in front of your client. Tracking time can be done anywhere in the program, even on your mobile device, and synced back to the office for payroll, billing, or both.
There are a lot of moving parts in every accounting practice and sometimes it can be difficult to keep track of everything on your own. Confusion and disorganization lead to wasted time, money, and opportunities, which is hurtful to your firm. With Workspace™, you’ll know the Who, What, Where, When, and Why for every client. This ensures no deadline is ever missed and every team member can be as successful and efficient as possible.
The activity list functions like an inbox for all open items to be completed. Be it a phone call that needs to be made, a project that needs to be worked on, or an approaching scheduled appointment. As you click on an item in your activity list, Workspace™ will take you to the relevant section and contact. At any given time you will always have three items selected, a contact, a section tab, and a staff member. Each selection is interconnected with the other and allows the user to always have all the necessary information within just a few clicks as they move through the work that needs to be done. As you work on the things that you need to get done, Workspace™ will constantly surround you with anything else you may need.