Online Practice Management System - Features
The Online Practice Management System features include:
- Custom branding and colours via Web-Accountant™ portal
- Multi-user and live data access
- Team and task management
- Multi-level tasks
- Recurring tasks
- Automated reminders
- Client and contact database
- Email Campaigns
- User permission controls
- Secure with SSL encryption
- Automatic updates and backup
- Online Development Desk
Custom branding and colours via Web-Accountant™ portal
The separate online portal provides you with a branded delivery platform using your own identity with logo and corporate colours.
Full management of your own custom portal is done easily online.
Multi-user and live data access
Users can all access the system at the same time from any internet connection. Administrators can then view all entry data live.
Team and task management
Your team and their tasks can be managed easily throughout the system. Click on a team member and see what tasks they have, when they're due, for which clients and the stage of completion.
Click on a client and see what has to be done for them, when, your team member responsible and how much has been completed. Click on tasks and see a list of all tasks, for which clients, the team member it's assigned to, when it's due and more.
Tasks can be fully outlined and detailed, with additional notes added as required. Both current status and % completion fields help you instantly see where jobs are at.
For complex task these can be broken down and assigned to different team members. A parent task is created and any number of child tasks can be added, and even additional tasks within child tasks.
Any task that needs to be repeated can be automatically created as needed. If you need it monthly, quarterly or annually this is done in just a couple of clicks.
Reminders for any task can be easily set for both you and the team member responsible. As many reminders as you like can be set and for alerts at any time you like prior to the deadline.
Client and contact database
Keep all details and notes on your clients and contacts for you and your team to easily access when needed.
User permission controls
Your team members can be given different levels of access which include:
- Has System Access (Access to the online system else only listed)
- Manage Team Members (add/edit team members)
- Manage Own Tasks (add or edit assigned tasks)
- View All Tasks (else only see associated tasks)
- Manage All Tasks (add or edit those that can be accessed)
- Manage Online Tools (Online Bookkeeping System, Online Timesheet & Expense System etc)
- View All Clients (else only see those associated with accessible tasks etc)
- Manage Clients (add or edit those that can be seen)
- View All Contacts (else only see those associated with accessible clients, tasks etc)
- Manage Contacts (add or edit those that can be seen)
- Manage Email Campaigns (sending out newsletters, bulk emails etc)
Note: The user permissions is a new feature currently being introduced.
A feature to send personalised emails to clients and contacts in bulk. Great for notifications or newsletters!
Secure with SSL encryption
Secure online encryption gives you confidence in the storage of your client data.
Automatic updates and backup
Daily automated offsite backups are made securely with no risk of data loss. Updates are made regularly to the system so you don't need to worry about software installation or updates for the latest features and functionality.
You're not just getting an online tool, but an ongoing service. You might have slightly different needs to what this does, or your needs might change in the future.
You also receive ongoing development to meet your needs now, and in the future.
Our Development Desk is free and easy to use for all members.
So if there's something you would like, save yourself the trouble and let us know!