Client & Lodgement Manager

Welcome Client & Lodgement Manager with Mackay Accountants in Parramatta, for all your financial and taxation needs Click on the Email or Call Now button to get your special price.

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