GovReports Client & Lodgement Manager is the innovative cloud practice management software offering advanced automated and integrated features to eliminate repetitive data entry and inconsistencies in the ATO portals, accounting and tax/lodgement software. It is designed for businesses, accountants, bookkeepers and tax agents to efficiently manage their practices. Spend less time customising and more time moving your practice to the cloud. Features include:
CLM offers the following benefits:
Client Management-
Detailed client profile set up option
Client interaction, including scheduling and calendar sharing, tracking details of phone calls, reports and lodgements
Import/Export clients from accounting software / ATO portals
Generate authorisation report / engagement letter / emails
Stay informed with smart filters, searches & reminders
Job Management-
Manage daily accounting tasks from dashboard
Create jobs, assign tasks and sub-tasks
Assign due dates to tasks, and even set priorities or reminders
Save time by customizing templates
Attach any checklist to a task
Quickly create recurring tasks & set reminders
Share, delegate tasks with secondary users
Integrate calendar item with a job
Calendar & Appointment Scheduler-
List all scheduled appointments for the day
Manage individual jobs and appointments
Half yearly, Quarterly, Monthly and Weekly view of a calendar
Real time updates and instant notifications and reminders
Notifications- Receive GovReports emails in CLM, send a message to a client
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159 Church Street St, Parramatta, NSW, 2150
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