‘Bookkeeping Analysis’ is a tab in your Partner Account that gives you access to Practice Platform which is a new and exciting initiative aimed at maximising your practice productivity.
- A product of conversations with our very own Partners, Practice Platform is a collection of metrics which enables you and your team to prioritise clients and workload.
- For the first time you will be provided with real-time information on how & when your clients are submitting documents, with clear visibility over the urgency of the workload.
- In a glimpse you will be able to see how efficiently you and your clients are using Receipt Bank, giving you the ability to identify areas where even more time can be saved!
For more information don’t hesitate to get in touch with your Account Manager.