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SmartPractice Step-by-step Setup


Cloud Client Portal

Need to reduce unbillable time? Imagine technology that allows your clients to access their information from anywhere, where they can stroll into your cyber office, navigate through an organised and tidy online filing cabinet and download what they require at their leisure without consuming your time and resources. Well, this is exactly what this module achieves. In what can only be considered as a breakthrough in risk aversion, no client can claim that they did not receive the information, as detailed logs of correspondence are kept.

As an added feature we have created categories where your clients can upload important confidential information like Title deeds, Wills, Rental contracts etc. - anything of value. This information is generally privileged and will not be available to the accountant. In the case of death, these documents can be retrieved on instruction from the executor of the deceased estate.

Cloud Submissions Manager

Keep a tidy online filing cabinet, that can easily be accessed by you and your staff anywhere, anytime! How's that for flexibility! Don't Feel like reviewing a file on a beach in Thailand? No? Don't worry, leave a note to your manager via the notes system, he'll manage!

This function works hand in hand with the client portal, as the same files uploaded can be accessed by both staff and client.

Through our integrated reporting module DocShareSmart tells you whether predetermined services (VAT201, EMP201 etc.) have been completed by automatically searching through each client online portal to identify whether the required documentation was uploaded or not. You also have the choice to email/not email a file uploaded to the portal to a client via an email attachment, again LIMITING RISK!

Cloud Client Communications

DocShareSmart also reduces mundane and time consuming correspondence with your clients by standardising your communication, ensuring that a professional and accurate system generated message, reaches your clients, saving you time and money without leaving your clients feeling neglected.

After the accountant submits documentation to a third party (SARS, Dept of Labour, CIPC etc.), proof of submission must be uploaded to the Cloud Client Portal through DocShareSmart. This module then automatically sends a pre-drafted email (editable by you) to your client. The particular document will be attached with relevant instructions on how to proceed. The reporting module then recognises that the submission was successful and automatically updates high risk reports to facilitate decision making and improve planning.