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How Our Most Successful Accounting Professional Clients are Implementing Client Track

We work with a over a thousand accounting professional offices of all sizes across Canada and we have several clients who have built firms with over a million dollars in revenue and we have noticed some common threads. This webinar is a short analysis of the common philosophies and techniques these firms all have adopted to build highly successful practices.

• An analysis of what their true common goals are and where they focus their energy
• How they deal with their clients and maintain consistent, accurate and timely information from their clients
• How they train, maintain and allocate work to their staff

Feel Like You're Not Using Client Track Desktop to it's Fullest Potential?

We know sometimes we get into specific habits with software and use only a few features and miss out on other really great features. This webinar is a highlight of all the beneficial features so you can become even more efficient in your office.

• Managing your tasks and saved searches so that everyone sees exactly what they need to see to get their work done
• Managing your clients information intake so everyone knows exactly what has been submitted and what is missing
• Managing and automating your client reminders so your clients feel like they are getting much more personalized services from you

Proper Implementation of Client Track's Internal Task Management

• Understanding all the components of tasks (i.e in-house, received status, progress check marks)
• Understanding how to properly search and manage your tasks and internally allocate tasks to the proper person
• Understanding your saved searches and harness the ability to see exactly what you want to see

Proper Implementation of Client Task Email Reminders, Document Tracking and Missing Information in Client Track

• Setting up and maximizing email reminders to your clients about their upcoming tasks
• Recording, reminding the client, and tracking the exact documents/information you need from your clients
• Efficiently and easily manage any missing information you need for all your clients

Need Engagement Workflow Tracking? Full Training on Client Track's Projects module for having sequential steps assigned to different people for managing your larger engagements

• Adding new projects and understanding the structure and process
• Managing and scheduling your engagements as projects
• Understanding your saved searches and harness the ability to see exactly what you want to see for each staff member

How our time tracking system works and why it gives you great productivity and financial information, even if you bill your clients by flat rates

• Entering and recording your time easily
• Understanding the time and billing settings to correctly manage your billing rates assigned to specific tasks
• Using the productivity reports to see exactly your internal costs for each client, or staff member, or type of service