Online Collaboration that keeps you on top of client accounts
Online collaboration software is the missing link in most accountancy firms’ IT provision.
While accounting software such as Sage and Quickbooks allows you to receive and share figures from your clients, it’s not designed to help you deliver something that’s just as important — great customer care.
But once you and your clients are in Kahootz, you can not only upload and share accountancy files, but you can also manage the whole client relationship much more effectively. You can create calendars showing when PAYE payments are due, when tax returns need to be filed, when VAT needs to be settled and much more.
You can also use the space to answer queries and alert clients to any issues between your meetings with them. The result is excellent client management, an efficient and economical way of working and better client retention.
These are just some of the ways you can put Kahootz to work for your accountancy practice.
Kahootz TipKahootz complements your accounts software perfectly, giving you the tools to manage client accounts as well as to share financial data.
Client collaboration and smart ways of working
Communicate between meetings
Kahootz allows you to communicate and collaborate with clients between meetings — ensuring they have the information they need while keeping your costs (and theirs) low. The result is better customer service and client retention.
You can share sensitive financial data in our secure workspaces — they’re hosted in highly secure data centres and you have complete control over who can see and amend any file.
Collaborate with colleagues
Collaborate with colleagues Kahootz’s powerful collaboration tools aren’t just ideal for working with clients — they help you bring internal teams together too. Secure workspaces and groups are great for collaborating on marketing, PR, policy and procedural topics.
A choice of collaboration tools
Calendars, databases, task lists, file sharing, document collaboration, forums, questionnaires, photo folders — Kahootz has rich collaborative functionality which help your accountancy practice work smartly and cost effectively.