Imagine if you could unite your everyday business tools in one simple place. Well, with the right smart automation platform, you can.
Here are the top four tools you need for long-term growth, and the benefits of integrating them into your practice’s primary software:
Automate your inbox, track team utilization, and easily assign tasks with a smart platform that integrates with Office365. You’ll be able to push your scheduled work or client meetings from your smart platform to Office 365 and have whatever time you spend there automatically logged and archived. That way, you don’t have to worry about keeping track of all your billable hours when it comes to important sales meetings - because it's all being done for you, automatically.
Manage team schedules, track your emails, and monitor important tasks with a smart platform that syncs with G Suite. You’ll be able to send emails to groups of clients directly from the same dashboard you’re already working out of, and have messages you send on-the-go (from your smartphone) instantly recorded in your smart platform. That way, everyone’s on the same page when it comes to your outbound communications - so you don’t risk responding to the same client twice.
Track your clients from prospect to close, monitor issues, and streamline your invoicing process with a smart platform that integrates with accounting software like Xero. You’ll be able to approve billable time plus sync your items, accounts, and tax codes, all in the same dashboard to easily create new invoices and get paid faster. The best part? You will see all of your firm’s cashflow in real-time!
Forecast your projects with real-time Gantt charts, milestones, and budgets, and see what’s going on - all from a single screen. Any new invoice that you create will be pushed to QuickBooks from your smart platform, automatically. You won’t even have to worry about a lengthy billing period because the smartest platforms can also sync with the likes of PayPal, Stripe, and Authorize.net - so that you can get paid in an instant.
If this kind of streamlined workflow sounds like something you’d like to try at your firm, just click here to start trialing smart automation technology today. Or for more accounting tips on how to run your business with ease, check this out.
