SaaS (Software as a Service)

Project Tracker Software for Business

app

monitors your project time and location with its start–stop timer on your device

tool that lets you track your time on jobs

project tracker and timeline online

Track the progress of projects with project tracker and timeline in Microsoft Excel to track milestones and meet deadlines.

a built-in, customer-facing client portal that automatically shares live job progress or allows clients to log in and check project milestones. To keep clients updated, send progress updates, or email reports

User roles and permissions

User roles determine the level of access a user has.

user roles determine what areas of your organization a user can see and edit. The four main roles range from read-only to full financial control: 

• Advisor: Full access to all features.

• Standard: Almost full access, handles. Has optional access to.

• Limited permissions. Allows users to without full access.

• Read-Only: View-only access, with no ability to create or edit transactions. 

Practice Manager (PM): Designed for accounting and bookkeeping firms, can map out highly specific job statuses and tasks. can generate customized job reports or brief documents to attach and email directly to clients as jobs progress. 

To provide an automated, portal-like experience or real-time project collaboration, dedicated job management app:

• Project & Workflow Management: App allowing clients to view kanban boards, milestones, and task progression.

• built-in client portals where customers can log in, and track job progress. 

Company secretarial

• provides reminder notifications to help you comply with annual return (AR) deadlines

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Accounting

• Annual Report Reminder

• Reminder to prepare Financial statements

Tax

• To provide a timely reminder, email notifications will be sent one month prior to your company's ECI and CIT Return filing