Take client satisfaction to a whole new level. Understand which clients consume your team's time most, which clients have outstanding work, and whether your firm is focussing enough on your most valuable clients.
With a tight handle on who is completing work, the time it takes to move jobs through your workflow statuses, as well as insights on emails and tasks (coming soon), managing your practice's output has never been easier.
Say goodbye to the forever-outdated Excel sheet. As work progresses, your insights get updated automatically, so you can make better-informed decisions based on real and live information.
If you'd like to see Insights in action to understand how real-time information can help you keep on top of your firm's workflow as well as get a glimpse of what's coming, watch this short demo by Lachlan and Sara.
“It’s the first time in my life that I've been able to manage my firm from one page.”Bernie Ackerman, Founder
BNA CPA & Advisors