Organised workflow

Get connected quickly with clients and staff  

Here are the list of features that you get with our software package 

  • Online secure File sharing

  • Archive with organised client files

  • Record Employee Payroll timesheets online

  • Sync shared client files from cloud to office computer

  • Communication dashboard for clients and office

  • PDF viewer/processor

  • Workflow manager

  • Inner office communication

  • Support & training

  • Staff/client user account

    Feature table

    What's included in our feature rich package?

    My Business

    MBA is a one shot solution for all your file sharing with clients

     

     
    Group clients

    Group clients' multiple businesses or group family.
     
    Organise reports

    Organise reports in folders by year and month
     
    Create file categories

    e.g bills, bank statements
     
    Sync files to local computer

    Access files while offline
     
    Notifications

    Keep track of new incoming files
     
    Phone app

    Clients can scan files and send using the app
     
    Staff accounts

    Manage clients with staff
     
    Personalise app

    Personalise accountant's app screen

    Payrite

    Online Payroll app to get client's employees worked hours details.

      

     
    Timesheeet

    Get access to employee payroll info anytime
     
    Quick record

    Let clients quickly record info from phone app
     
    Pay frequencies

    e.g weekly, monthly, semi-monthly etc
     
    Wage parameters

    Wage rate, overtime, vacation rate etc.
     
    Automated

    Calculates wages using wage parameters
     
    Integration

    Sync with quickbooks and sage
     
    Staff accounts

    Manage clients with staff
     
    Communication

    Chat feature for to and fro communication

    File manager

    A desktop filemanager that integrates with our services

     

     
    FM printer

    Print any files to the filemanager inbox
     
    Multiple files preview

    Spot the file, at a glance
     
    PDF tools

    Remove pages, split and combine file operations
     
    Archive

    Manage clients' files into archives
     
    Integration

    Access clients' files in 'My Business app' cloud
     
    Multiusers

    Share files with office staffs
     
    Email

    Attach files and email clients
     
    Create/alter folder structures

    Create/remove multiple folders in one click
     
    Search

    Find files easily using filters

    Wipfocus

    Get client's employees worked hours details recorded.

     

     
    Plan tasks ahead

    Schedule normal and recurring tasks
     
    Task centre

    View planned tasks and get done before due dates
     
    Task status

    Track progress percentage, assigned staff etc
     
    Missing info

    Pending tasks and missing info status
     
    Checklist & procedures

    Create and customise for each task or client
     
    Inner office Communication

    Chat session and log for each task
     
    Track time spent

    Task timer for tracking time
     
    Records

    Task notes, call notes, call status records, history
     
    Client manager

    Keep track of missing, prospect and active clients