WORK[etc] is designed for small- and medium-size business success. It’s based in the cloud, so you’ll have no software updates or server maintenance. For a fraction of the cost of in-house IT systems, WORK[etc] delivers tools to manage all aspects of your accounting business in one convenient, low-maintenance platform.
From a central dashboard, you can take off in any direction you need: CRM, billing, customer support, simple and complex project management and much more.
WORK[etc] enables you to leave your piecemeal approach to business software solutions behind. It offers instead a one-stop productivity center that’s accessible from anywhere in the world using an Internet connection or smartphone.
What WORK[etc] Can Do For You
Manage client relationships from one central access point.
Create lead entries and imports contacts.
Optimize workflow so everyone knows what their tasks and deadlines are.
Increase productivity throughout all areas of your business.
Customer Relationship Management
As an accountant, you’re constantly dealing with deadlines. When each new one approaches, your focus is on the returns, audits and other products you’ve been hired to produce. You want clients to see that you work hard for them and understand their specific needs.
With WORK[etc]’s CRM, you can be that accountant everyone loves to recommend to friends and business associates. With a centralized point of entry into each client’s complete account record, you can show clients that you care and increase business at the same time.
For example, the client record might mention important family milestones you can follow up on. Asking how that new baby or the college freshman is doing shows your attentiveness and might just inspire the client to add financial planning services to the tax work you provide.
You might see a note about a business client who’s thinking of retiring but expressed misgivings about the future of his company. You could turn his offhand comment into new business by proposing the development of a proactive succession plan and helping him envision it as a positive step.
Your services are multidimensional, and with WORK[etc], you can find opportunities to work for your clients all year long and throughout their lives — not just during tax season.
WORK[etc] has the means to make simple projects straightforward and efficient with no unnecessary complications.
For more complex projects, you’ll be impressed with the management resources available through WORK[etc]. You can define the scope, objectives, structure, tasks and teams as well as deadlines for deliverables. You can isolate tasks and deadlines for individuals and generate visuals such as Gantt Charts and timelines to track progress.
WORK[etc] also lets you monitor budgets and customize other features as needed to ensure a timely and successful outcome. Teams communicate easily online, and remote workers are seamlessly integrated.
Quotes, Billing and Invoicing
WORK[etc] enables you to keep accounts up to date by providing timely billing as well as reminders and tracking for overdue accounts. It also optimizes convenience for your clients with a self-service portal that encourages quicker payments.
Your project time sheets and expenses are easy to manage and invoice as well with tools designed for optimal efficiency.
What This Means For Your Accounting Firm
Our all-in-one platform is powerful, and much of that power lies in its flexibility. WORK[etc] is more than just a CRM. It’s also an integrated project management, sales, and billing platform that is yours to shape in the way you see is best for your accounting firm’s needs. For a closer look at what WORK[etc] can do for your accounting firm, sign up for our free 14-day trial and book a one-on-one demo today.