Accountancy practice

Richard's Avatar

Richard

21 Apr, 2016 01:13 PM

Hi.. I like what I see and would like to understand it better and how it could be useful to our Accountancy practice. We need to be able to do the following:

Most of our clients have two identities - themselves and their business. They will have tasks for themselves and their business which I need to complete at regular intervals - weekly, monthly, quarterly and annually (recurring and one off). Some tasks are delegated and so would like to be informed of their progress. Would like to upload documents and information to assist for the work to be completed.
Can dooster help me?

  1. Support Staff 1 Posted by John on 21 Apr, 2016 01:35 PM

    John's Avatar

    Hi Richard

    thank you for your question. Yes Dooster can certainly do all those things for you.

    Most of our clients have two identities - themselves and their business.

    You could have two projects for each client - or 2 identitys within one project (ie different emails) for each client

    They will have tasks for themselves and their business which I need to complete at regular intervals - weekly, monthly, quarterly and annually (recurring and one off).

    We have a very strong recurring task feature http://dooster.net/wp/tasks-advanced/recurring-tasks/

    Some tasks are delegated and so would like to be informed of their progress.

    Yes; alerts and notifications are a basic feature. Also check Dooster's reporting capabilities http://dooster.net/wp/knowledge-base/reports-reporting-capabilities/

    Would like to upload documents and information to assist for the work to be completed.

    Yes this is also a basic feature. Please see http://dooster.net/wp/knowledge-base/files/

    Let us know if you have any other questions

    best wishes

    John

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