Solution for Accountants

Keeping track of clients, appointments, old tax returns and receipts is made easy with OfficeClip's business management applications. No need to go back and forth between spreadsheets and actual paper when you can have all that information in one place.

• Manage Client Accounts Efficiently - OfficeClip Contact Manager lets you enter in your clients information and then have notes, tasks, appointments, etc. for each individual client.
• No Need for Filing Cabinets - You can also attach documents to your client accounts. Scan old tax returns and other financial documents and put them directly into the client account. No need to go searching through the filing cabinets - just access all of this through a web browser.
• Get Your Team on the Same Page - Your employees will have a main place through which they can communicate, schedule and update their tasks, make appointments and upload documents to share.
• Track Where Time is Being Spent - Your team will also be more organized by using OfficeClip's web timesheets to record their time spent working on each account and various tasks within those accounts.
• Keep Clients Updated and Informed - Make communication easier by using the Campaigns application to send out newsletters, updates about tax season and new tax rates, etc. Your clients will definitely appreciate the information and you won't have to incur the time and cost of sending it out via "snail mail."

Accounting Scenarios

Doing a Customer's Tax Return
Click to Expand	Scan paper documents to OfficeClip Document Manager. Create and Assign tasks in the OfficeClip Task Manager. Email the Tax Return to the Customer who can download and print it. Capture the time on OfficeClip Timesheet.

Working with a new Lead
Click to Expand	Save Lead information in the OfficeClip Contact Manager. Follow up To-do's in the OfficeClip Task Manager. Send Newsletters via OfficeClip Campaign Manager. Manage Customers using OfficeClip Account Manager.

Creating a Help Desk
Click to Expand	Use Web-form to report issues in OfficeClip Issue Tracker. Capture issues via email in OfficeClip Issue Tracker. Provide Extranet access to your customers