Practice Solutions
‘Game changer’ - Greg Mallam - Moore Australia
Process, Priority, Client and Team boards to understand capacity of your team, and ensure timely responses from clients.
Action items with team and client and collaborate to complete tasks and resolve risks efficiently.
Less Templates to manage with multi schedules - great for different client types.
Organise client information using our notes, smart link to templates and schedules for ultimate efficiencies.
• Ensure nothing gets missed.
• Obtain visibility over the accuracy of your team.
• Ensure out sourced services are providing quality data entry.
• Find client errors first and up skill your clients.
No more finding sneaky errors, like duplicate invoices or incorrect tax status, right on lodgement deadline (if they’re found at all).
XBert’s AI audit risk alerts detect errors, potential fraud, inconsistencies and behavioural patterns in the data, removing the need for mundane manual checks, reducing rework and helping you provide better advice to your clients.
Now you can have over 15 consolidated client reports at your finger tips. Interactive BI reports including client activities, data quality, financial overview, BAS related transactions and more.
XBert analytics also provides a range of reports to help your clients make the smartest decisions knowing the data is accurate and any outstanding data quality issues or anomalies can be addressed together before it’s too late.
Start with workflow only, or connect your files and reduce that manual effort.
