Enter time information, process billings or manage receivables collaboratively from anywhere, at any time, on any device. With dynamic cloud synchronisation, real-time information is instant.
Information automatically flows through to the relevant area in your account, making conducting analytics and managing workflows more streamlined, giving you more time to focus on client work.
Managing offsite time management and expenses is made simple. Wherever your team are, they can access the solution in real-time, input time or receipts, and manage client contacts and billing.
Export time and expense invoices to Xero and QuickBooks with our streamlined integration.
Record all timesheet activity and charge rates by staff and client with electronic authorisation
Link to staff and create mail merges by industry, contact type and more
Full on-screen billing, statement printer and sales ledger functions
Pre-defined or custom reports that can be exported as PDF or Excel for further analysis
Project, sub-project costings, budgets and reports produced by one core system
Detailed user settings creating specific views from timesheet only to review and reporting
Drive profitability and take full control of your business decisions with real-time insights into your engagement indicators and performance with our Practice Management tool, Engagement Management solution.
Our client portal solution empowers accountants to manage and store engagement related communications accessible by the entire team, with all communications, activities, messages and files stored and viewed in one convenient online engagement file.
Managing customer projects, staff times and fees just became easier with our practice management tools. With the power of CaseWare Cloud, you can sync all engagement data connected to a client conveniently in one location.
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