CRM software for CPA’s and Accounting firms

CRM software for accountants

What is CRM software for Accountants? CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. … Read more

What are the best practices for tracking Time?

Managing time wisely

“Time is at once the most valuable and the most perishable of all our possessions.” John Randolph People spending their time wisely on projects are indirectly contributing to the organization’s productivity and increasing profitability. The … Read more

Why Tracking time is important for Freelancers?

Managing work efficiently

“Time is the most valuable thing a man can spend” as said by Laertius Diogenes Proper timekeeping helps in improving productivity and efficiency. It also helps in identifying the most efficient time for profitable work. … Read more

Working with the new task manager

task management

The task application can create tasks for customer projects and connect them to other entities like contacts, accounts,  issue tracker, etc. The updated application allows you to make your workflow even effortless. In addition to … Read more

Timesheet – Everything you need to know!

Time Tracking

Timesheet Definition A timesheet is a tool that helps you to record and keep track of your worked time. Previously employees would record their work hours on paper or on a spreadsheet. But with changing … Read more

Timesheet Reports

Timesheet reports

OfficeClip Timesheet Reports will provide you the vital information about the ongoing projects, tasks, employee performance, and work management. It will help identify issues and make the right decisions based on the evaluation. Types of … Read more

Understanding Marketing Automation Rules

Marketing Automation

Rules in CRM and Timesheet helps to set up conditional functionalities for various fields. The rules will help set up a condition for a particular field that will trigger another field based on the condition.. … Read more