Year End Client Data Collection Tool

 

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Get you client data in faster and in a format that you can easily use - for less than $5 per client per year!

Our year-end data collection tool includes checklists for Business, Farming and Investment, rental and other income (for directors, partners etc).

These are shared for online data collection, with the account receiving an automatic email once the client has completed the checklist.

Tables are included for adding say, lists of fixed asset additions or livestock details. Plus the client may upload any type of attachment (Excel, Word, PDF etc), or link to files in their Google Drive or similar repository.

Sharing and setting up jobs may be done on a client by client basis, and we can also provide custom add-ins for bulk client loading and sharing of pages.

This is a simple and cost effective way to gather client data and interact digitally with your client and staff members.

Go to our pricing and signup page and see "Year End Client Data Collection Tool", or contact us for a demonstration or more details.

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