Manage

The work that follows onboarding, in the same place.

Once a client is live, each agreed service becomes a dated job with an owner, worked out from the client’s own key dates. Your team works from one home page, a weekly view and a deadline board.

Month-end checks run daily for clients with a live Xero connection, and time can be logged against every job. An optional monthly check-in makes sure no client goes quiet, and service coverage shows anything that has slipped through.

• Jobs from agreed servicesEach service becomes a job with an owner and a due date, worked out from the client’s key dates.
• One deadline engineAccounts, Corporation Tax, VAT, confirmation statements, payroll and P11D, with nothing guessed.
• My week and the deadline boardEach colleague sees their own week, and the practice sees every deadline on one board.
• Month-end checks on live XeroMissing receipts, unreconciled items and old credit, checked daily where Xero is connected.
• Time, capacity and targetsLog time against jobs, see who is stretched, and track your own service standards.