Whiz’s Practice Management software has completely revolutionized the way accountants run their practice.
Whiz solutions' Practice Management mainly consist of three modules called Practice Management, Time, fees & leave management and Auto email sender. Entire suite is designed for improving and maintaining good client relationship by helping you to run your practice smoothly. It enables you to do future predictions regarding budgets and work load management. Its inbuilt workflow management allows you to plan for whole year for each client. Once you have planned jobs for each client, assigned them to related staff members you can seat back and invest your valuable time in developing business relationships and marketing strategies.
Time & Fees module allows your staff to record their timesheet and working hours on daily basis. They can record chargeable and non chargeable tasks. Its powerful reporting tool allows you to keep track of time spent for each client for each task by each staff members. So next time when you charge your client you can consider work hours spent for that client. It also enables you to see the efficiency of your staff members. Its ‘easy to use’ user interface allows quick view to timesheet without investing much time.
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Auto Email sender module provides easy and quick way to send bulk emails to all your clients at once. Its powerful editor allows you to create custom fields that are replaced with individual client details while sending the email out. You can also save the email templates for later use, so that you don’t have to type the contents every time for each client separately.
Practice Management is compatible with MySql, MS Sql and MS Access database. So you can choose the database that suits your system environment. It can also be linked with whiz solutions' Document Management Software to digitally store clients' documents and easy retrieval of the documents at any time.
- Efficient Client Management
- Time & Fees Management
- Workflow Management
- Due Tasks Management
- Task Reminder
- Portolio Management
- Auto Email Sender
- Employee Leaves Management
- WIP Management
- Invoice and Payment Management
