Practice Hub
Integrated client data
Practice Hub integrates existing client data from:
- Sage Accounts Production
- Sage Accounts Production Advanced
- Sage Corporation Tax (powered by Abacus)
- Sage Personal Tax
- Sage Business Tax
Client data is fully synchronised across all Sage products for
practice. Client data is maintained once and not in multiple
applications, reducing the need for re-keying, saving time and
improving accuracy
Integrated product portfolio
Synchronised client maintenance from all the above products gives
you consistent data across your Sage software. Re-keying existing
data has become a thing of the past. Sage Practice Solutions fully
integrates with the products above, allowing you to transfer
information directly
'One-stop' view of client affairs:
- Contact details
- Relationships with other clients and prospects
- Communications
- Tasks
- Services
- Notes
- User defined attributes
- WIP and debt status
Benefits:
- Allows client affairs to be managed consistently and
holistically
- Snapshot of client’s affairs gives immediate overview of
status
- Allows you to exploit the client data to better effect
- Better managed clients means enhanced retention
Service management:
- Central list of services offered to clients
- Simple tracking of the services provided for clients
- Client services linked to service applications
- Jobs as instances of services offered
Benefits:
- Allows opportunity spotting and revenue enhancement
- Ability to launch service applications directly into client
record, delivering immediate time savings
- Jobs can be created for clients based on these services
- Financial control and analysis can be performed at both the job
and client level in conjunction with Time & Fees
- Roll-forward of jobs to next period picks up settings for the
current period
Prospect management
An unlimited number of
individuals, companies, partnerships, trusts etc., can be added at
no additional cost
Benefits:
- Keep details of all clients, contacts and relationships. This
data can be used to grow your client base
Relationship management
Quick navigation via jump points to related clients, prospects and
third parties
Benefits:
- Identify inter-relationships between clients and prospects
- Identify potential service opportunities between clients
- Establish the extent of risk between clients
Time & Fees
Flexible enough to support the working methods of small
and large practices:
- Staff and rates policies
- Job costing
- Time entry
- WIP management
- Billing
- Debt management
Benefits:
- Improve the efficiency of your basic processes and save
time
Simplified and focused
- Weekly timesheet view
- Default WIP codes
- Rates definable to make time entry as easy as possible
- Time entries can be approved on an individual basis if required
or in groups
- Can have several approvers per staff member
Benefits:
- Easy to use and navigate
- Streamlined time and billing process
Time entry from anywhere in Sage Practice
Solution
Pre-population of time with client and job context.
Benefits:
- Time is recorded accurately and immediately
- Ensures that time recording is up to date; no need to wait for
a week to determine the practice WIP position
- Time entry by proxy and in batches
- Keyboard shortcuts throughout the software
Simple, uncluttered WIP management and
billing:
- A flexible complete view of the WIP ledger including grouping
and filtering, based on period, type, status, WIP code
- Open and edit entries directly from the ledger
- Highly flexible allocation process - can be as simple or as
detailed as required
- Multiple methods of summarising WIP
- 'One-click' invoicing
- Ability to allocate profit/loss at summary levels or against
individual WIP items
Benefits:
- Makes for easy, transparent and smooth processing
Underpinned by Sage 50 Accounts:
Benefits:
- Reliable and familiar
- Allows you to use existing billing templates
- Data is automatically available for your own practice
records
Practice Manager
Communication tracking
- Easy entry of communications, association with clients and
jobs
- Facility to record time when communication is recorded
- Central view to show staff or team communications - navigable
to associated client/job
- Can be flagged for follow-up
Benefits:
- Always keep up to date with any client interaction across your
practice
- No more disjointed interaction with clients from different
parts of your practice
Reporting
- Easy to use reporting tool giving access to all practice data
stored within Sage Practice Solutions
- Pre-packaged reports
- Facility to export reports to Microsoft Excel
- Facility to manipulate reports on-screen and navigate to areas
of interest
Benefits:
- Dashboards mean your data is always up to date and to hand
- Flexible reporting functionality opens up a wealth of data to
be exploited
Letter-writing
- Utilises Microsoft Word mail merge
- Pre-packaged letters available
- Simple to construct a new letter and target list
Benefits:
- All your Sage Practice Solution data is available for use with
the tools you are already familiar with
Tasks
- Easy entry of tasks for clients and jobs
- Central view to show tasks by client or staff member
- Can be flagged for follow-up
Benefits:
- Ensure that client planning and follow-up tasks are never
forgotten