What do our clients love? They love you because you care. Therefore, knowing every single bit of information about your client “before” talking to your client will become your most important task. CPAnywhere allows you to view almost the whole history including your client comments and his past contacts with your firm, as well as any related companies and related jobs, on your mobile phone. This is your winning weapon, to show that you care and your in depth knowledge of your clients.
- One-touch to view all past and present activities of the client
- Special Service Record function to record all contacts
- Secured communication channel to “talk” to client
- View all outstanding jobs as well as related jobs
- Newsletter mailing function to keep in touch with the client
- On-line file cabinet to store all permanent files