Automating Time Entry Review Process

Monitoring time entries manually is very time consuming. Failure to reinforce time entry policies leaves room for missed/late/inaccurate time entries. We help consult with firms to come up with an effective and efficient process, and build automation to remind the staff and involve managers to ensure time entry compliance, reduce administrative time, mitigate the risk and avoid missed revenues.

Integrating CRM to Practice Management and Client Portal 

Keeping multiple system in sync is very challenging for a growing firm. In this demo, we automation demonstrate how our  solution can help synchronize the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software. This helps Automate the client onboarding process, synchronizing client information across different systems

Sync SuiteDash to Outlook Calendar

Suite Dash is growing in popularity as a modern, cost effective, feature rich practice management software. It has a powerful appointment booking feature, however, it only integrates with Google Mail and not Office 365 or other mail provider. We can bridge that gap by building an integration between Google Mail and another mail service. In this demo, We use Office 365 to demonstrate the feature. This will enable many firms to integrate Suite Dash in their operations and reduce reliance on another appointment tool.

Automating Time Entry Submission and Approval

In service companies such as accounting firm, staff time entries directly translate into revenues, so accurate time entries means precise billing, optimized resource, and enhanced profitability. Accurate time tracking allows firms to bill clients fairly and transparently, thereby strengthening trust and client relationships. Additionally, it aids in the effective management of workforce productivity and identifies areas for efficiency improvements. Too many firms failed to reinforce effective time entry process, leaving room for missed/late/inaccurate time entries. Other firms tried too hard and ended up wasting too much resource with manual reviews and follow up. Our solution helps automating the time entry process to make sure no time entry is left behind. We help consult with firms to come up with an effective and efficient process where users get just the right number of notifications and at the right channel.

Technology: MS Power Platform – RPA and Approval Flow, SQL Database, Practice CS, Outlook, Teams

Use Case: Establish automated time entry reminder system with minimal administrative time, Mitigate the risk that staff fails to enter time entries

Value: Save on nonbillable time and missed revenues, reinforce firm policy.

Integrating CRM to Practice Management and Client Portal 

Due to the nature of the licensing and permissions, firm operations are typically separated into different applications:

  • • CRM: Salesforce, Hubspot, Insightly, etc…
  • • Practice Management: CCH Axcess, Practice CS, BQE, etc…
  • • Client Portal: Sharefile, box, Sync, etc…

On the other hand, certain specific information should be shared and be consistent among the systems. For example, active client list. In this demo, we demonstrate how our sync solution can help synchronize the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software.

Technology: Jotform (in lieu of CRM system), SQL Database, Practice CS, Outlook, Sharefile

Use Case: Automate the client onboarding process, synchronizing client information across different systems

Value: Automate data entry, track prospect engagement, and measure business development ROI

Sync SuiteDash to Outlook Calendar

Suite Dash is growing in popularity as a modern, cost effective, feature rich practice management software. It has a powerful appointment booking feature, however, it only integrates with Google Mail and not Office 365 or other mail provider. We can bridge that gap by building an integration between Google Mail and another mail service. In this demo, We use Office 365 to demonstrate the feature. This will enable many firms to integrate Suite Dash in their operations and reduce reliance on another appointment tool.

Automating Time Entry Submission and Approval

In service companies such as accounting firm, staff time entries directly translate into revenues, so accurate time entries means precise billing, optimized resource, and enhanced profitability. Accurate time tracking allows firms to bill clients fairly and transparently, thereby strengthening trust and client relationships. Additionally, it aids in the effective management of workforce productivity and identifies areas for efficiency improvements. Too many firms failed to reinforce effective time entry process, leaving room for missed/late/inaccurate time entries. Other firms tried too hard and ended up wasting too much resource with manual reviews and follow up. Our solution helps automating the time entry process to make sure no time entry is left behind. We help consult with firms to come up with an effective and efficient process where users get just the right number of notifications and at the right channel.

Technology: MS Power Platform – RPA and Approval Flow, SQL Database, Practice CS, Outlook, Teams

Use Case: Establish automated time entry reminder system with minimal administrative time, Mitigate the risk that staff fails to enter time entries

Value: Save on nonbillable time and missed revenues, reinforce firm policy.

Integrating CRM to Practice Management and Client Portal 

Due to the nature of the licensing and permissions, firm operations are typically separated into different applications:

  • • CRM: Salesforce, Hubspot, Insightly, etc…
  • • Practice Management: CCH Axcess, Practice CS, BQE, etc…
  • • Client Portal: Sharefile, box, Sync, etc…

On the other hand, certain specific information should be shared and be consistent among the systems. For example, active client list. In this demo, we demonstrate how our sync solution can help synchronize the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software.

Technology: Jotform (in lieu of CRM system), SQL Database, Practice CS, Outlook, Sharefile

Use Case: Automate the client onboarding process, synchronizing client information across different systems

Value: Automate data entry, track prospect engagement, and measure business development ROI

Sync SuiteDash to Outlook Calendar

Suite Dash is growing in popularity as a modern, cost effective, feature rich practice management software. It has a powerful appointment booking feature, however, it only integrates with Google Mail and not Office 365 or other mail provider. We can bridge that gap by building an integration between Google Mail and another mail service. In this demo, We use Office 365 to demonstrate the feature. This will enable many firms to integrate Suite Dash in their operations and reduce reliance on another appointment tool.