Year-end Client Data Collection Tool

 

Screen_Shot_2019-06-24_at_1.43.56_PM.png

Gather client data in faster and in a format that you can easily use - for less than the cost of a postage stamp!

  • Replace your current mail-out with a slick, secure method of data gathering
  • Includes checklists for Business, Farming and Investment, rental and other income (for directors, partners etc)
  • May be customised individually or for the whole firm
  • 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
  • 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
  • May be accessed either in stand-alone format or as part of the compilation tool
  • A simple and cost effective way to gather client data and interact digitally with your client and staff members.

 Contact us for a demonstration or more details.

Have more questions? Submit a request

Subscribe to our mailing list

We have a regular newsletter which includes the latest updates in the audit and assurance space as well as on to our latest work.

Click here to view previous newsletters, enter your email bellow to subscribe.