The Professional Office increases efficiency in managing
practice tasks, fees, WIP and centralising client contact
information.
Putting you in control of your practice, The Professional Office
(TPO) provided by PTP is an effective way to improve your
practice management and make the most efficient use of practice
time.
Designed by an accountancy practice, it is an easy to use and
intuitive wizard-based product that centralises contact information
and practice tasks so that everyone in the practice knows what is
going on.
Drawing on this centralised contact information means
you can easily personalise information and produce reports for your
clients.
Key benefits
- Easy to use
- Make the most efficient use of practice time by recording time,
fees and WIP
- Access to all client details
- Use the mailing wizard to quickly generate documentation
- Reporting facilities allow visibility across the practice to
identify ways to
increase revenue
- Task tracker allows easy management, allocation and monitoring
of general
and specific tasks
- Frees up practice time by speeding up administration
- Provides easy to use invoicing, including a complete ledger
system and
sales ledger
Buy The
Professional Office now from only £185
Click here for system
requirements
