Practice management - Client management

Pinacle client management is an extremely flexible system for monitoring and controlling client work in the office eg: tax work. The system allows you to monitor as many tasks as you like through however many check-points you decide eg: tax return sent to client.

Pinacle client management integrates with client information held in the client database to enable searching and filtering of clients for reporting purposes eg: all company clients with year ends in March.

Pinacle client management includes the following:

• Progress monitoring of any type of practice work.
• Powerful reporting and filtering of client data.
• Auto-update of client management when Tax Return filed successfully with HMRC
• Links to 3rd party software for mailmerge letters.
• Address labels
• Export to 3rd party software eg: spreadsheets.