Service Plan
Realise
Your
Firm's
Potential
The one page services plan to take into every client meeting
Create
Select and store
the status for each of the services
you offer for your clients
Search Clients or Groups in your live data
Use the search bar to find individual clients or groups from XPM / Xero Tax.
Click to change
Simply click the relevant tile to cycle through the service status'.
Store Primary Group Contact
Simply click to select a group member to store this client as the primary contact. Or manually enter an email address to be used. This email address can be used for marketing or contact purposes, so that you have a primary contact details for each group.
Communicate
At a glance,
Service Plan provides insight into
both, the services your clients are using
and the services your clients may need.
Service History
Service Plan stores the history of all changes. You can easily check back through t
Add Notes
Add Notes to your clients Service Plan as needed.
Data Security & Privacy
As an accounting firm ourselves, we understand the imporance of privacy and security. We don't store your client information within our platform and use the latest security measures to make sure your data stays yours.
Rest easy knowing your letters are secure.
Analyse
Are you are doing all you can for your clients?
What is your most utilised service?
What is the true potential income of your client database?
Compare your services in use, to services needed
Use Your Live Client Data
Search for a client in your Xero Practice Manager or Xero Tax and watch as merge pulls in your live client data
Preventing mistyped details and ensuring efficiency.
Fully Cloud Hosted
Create Letters / edit letter templates / collate PDF's anywhere. No server management. Simply log in and go.
We also connect with 3rd party cloud platforms such as Xero Tax / XPM - Box and Dropbox.
Data Security & Privacy
As an accounting firm ourselves, we understand the imporance of privacy and security. We don't store your client information within our platform and use the latest security measures to make sure your data stays yours.
Rest easy knowing your letters are secure.
Respond
Take action to implement services for clients in need
Use the exported potential.csv to create a marketing target segment to target clients that are actually need the services you are marketing
Keep Service Plan up to date to ensure you have consistent vision of your firms services status
System Requirements:
Mobile device or desktop running either Windows or Mac OSX, with suitable browser installed and internet connectivity.Requires / for database integration.
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