IYCONNECT is a collaborative practice management platform to manage the workflow, communicate with the team, and deliver exceptional client work. IYCONNECT brings a total transformation across the entire practice, allowing any firm to maximize efficiencies, streamline processes and optimize the scale.
IYCONNECT – A FLEXIBLE SOLUTION FOR YOUR BUSINESS NEEDS
- Visibility and Management – Track wherever every job stands
- Workflow Automation – Standardize and automate common processes
- Collaboration & Connectivity– Unite the team together
- Deliver Exceptional Standards – Work delivered on target
- Improve Satisfaction – Build enduring client relationships by providing a first-class service
- Stay on top with IYCONNECT!
- View and optimize all the jobs going on across your team.
- Delegate work tasks and sub-tasks to the team so everyone knows their own responsibility.
- Real-time work-in-progress tracking – Track job progression, identify setbacks and ensure targets are met on time.
- A system-triggered notification through the dashboard and via email when new tasks are assigned to team members and remind the member about a missing and upcoming deadline.
- TSheets to track time against clients or jobs.
- Allocate resources, manage team efficiency, and achieve productivity.
- Simplified client onboarding solution that creates automated engagement letters to clients with a unified e-signing option.
- Automated requests and reminders to chase clients for the information required, a painless data collection process.
- The system generates automated workflow based on the statutory deadlines; for different service categories such as Accounting, VAT, PAYE, CT and etc. It also enables users to set recurring work to repeat on automatic schedules.
- Files and documents are automatically stored and organized against clients and jobs.
- Organize and manage growing Clients’ Profiles under one platform
- A stress-free client record management that stores the information gathered from the clients
- Easy to track customized categories of clients, prospects, one-offs, and onboarding in progress
- Communicate with clients in one streamlined workflow with tasks and document sharing.
- Store client communication in one place; shared history of emails, notes, tasks, and activity relating to any job or client in this central platform that everyone can access.
- Provide an overview of the client including services assigned, workflow history, stages of job update displays showing upcoming, completed, and outstanding services and invoices dues, and many more.