BUSINESS SOFTWARE DEDICATED TO ACCOUNTING FIRMS
A business software package is a set of computer programs integrated into a tool that is developed to serve a business.
Planigo is developed specifically to facilitate the management of an accounting firm.
Below you will find examples of situations you will typically encounter as an accounting firm manager and how our business software package will help you improve each of these situations.
Planigo gives you information on each task such as the date, the description of the work that must be done, the estimated time, sharing with other employees if specified, the name of the concerned customer and his end of the fiscal year.
There are two types of budgets in Planigo, the summary and the detailed version.
The summary budget is for a specific task such as processing. The detailed budget, unlike the summary budget, takes into consideration every step of the process and the estimated time allotted for each.
Let’s look at a review mandate as an example. In this type of mandate, several work sections must be done such as producing the mandate letter, determining relative importance, customer knowledge, cash, creditors and so on.
For each section of the mandate, you must indicate the time required to produce that section and the entire time for the sections which will give you the budgeted time to produce the mandate. In short, unlike the summary budget, you will have the details by section of the time allotted and will be able to follow the smooth running of the mandate.
With a summary budget for other software, you know that you are at 50% of the time to finish but you don’t know if you are ahead or behind in terms of specific stages of the mandate.
Planigo gives you that precious information because it is what you are looking for.
No more producing emails to request the intervention of an employee to manually advance files. You will definitely deliver projects faster this way.
You may choose the automatic or manual mode. In automatic mode, Planigo automatically manages workflow by distributing tasks for a mandate to the employees’ work calendars.
This way, you will reduce delivery time since no human intervention will slow down the workflow process. However, each step depends on the employee’s intention to end it, because it is he who controls the start of the mandate.
This can lead to longer delivery times, often due to procrastination. In manual mode, you control all the production steps of the mandate since you are the one determining the work schedules of the employees who will be working on the file.
You set the start and end date of a mandate and employees must only follow the tasks that appear in their work schedules.
You are in complete control and Planigo has the tools that will allow you to easily and quickly perform the work.
Now thanks to Planigo you will be able to control delivery times. You will thus deliver and invoice more quickly.
In the “Active Mandates” file, you can do the same thing by using the filters to identify late clients.
Nothing could be more simple or faster with Planigo.
Example:
- List of customers by associates or branches
- List of work in progress by associates or branches
- CRM by associate or branch
Ultimately, we will adapt Planigo to your needs, if that is what you want.
With Planigo, it’s fast and easy.
From the CRM, you identify the customer with whom you are working with and you enter in Planigo in real-time the content of your discussion or intervention with this customer. Once completed, you will enter your time in the customer communication window. All this in one step.
It is not more complicated than that. Imagine all the time you will recuperate to invoice and more.
With other software, the employee would have needed to open the software, identify the client, the mandate, the task, and the time. With Planigo, timesheets are linked to the tasks to be completed.
No more incomplete timesheets at the end of the day and you will invoice faster.
Nothing could be easier to communicate between employees while keeping the nature of the discussion in the customer’s file.
You will also see the projected and realized ratios of fees on actual costs. You will have all the information on hand to approve or change the billing.
WITH PLANIGO
You will save
on time
No more need to move projects forward. The work instructions are clear, standard times will accelerate project delivery, employees clearly understand what must be done and work tools can be found in one location.
You will reduce
your costs
You will be able to reduce your administrative time, know your costs in real-time, measure budget differences and bill more hours faster.
You will facilitate your
staff’s work
They will have a better understanding of the tasks related to the mandates, they will find all the information in one location, they will do less personnel management and they will be able to modulate their calendar the way that best suits them.