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  1. email automation

    The system could be used to chase up clients for their records. So, for a VAT return, once a recurring job is set up the system could email the client every 7 days until paperwork/records received. For accounts, the period of recurring email should be longer, but maybe this could be specified in the client info.

    5 votes
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  2. Import needed

    If there is no import facility, can't see may accountants bothering to manually enter all the clients & jobs into the system

    2 votes
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