Client management systems
Multiple tax agents
Multiple entity set-ups
Simple backup & restore utility
Updates available directly from software
Security System - User / Password
Glossary of common words
Personalised client setup
Tax agent allocation
Partner allocation
Occupation details
Client passwords
Electronic Funds Details
Relationship builder
Spouse, child, director, beneficiary, partner etc
Contact details
Home, Mailing, Postal Addresses
Copy Address Feature
Unlimited contact phone numbers & addresses per client
Unlimited email addresses & web site addresses per client
Multiple tax agents
Multiple entity set-ups
Simple backup & restore utility
Updates available directly from software
Security System - User / Password
Glossary of common words
Personalised client setup
Tax agent allocation
Partner allocation
Occupation details
Client passwords
Electronic Funds Details
Relationship builder
Spouse, child, director, beneficiary, partner etc
Contact details
Home, Mailing, Postal Addresses
Copy Address Feature
Unlimited contact phone numbers & addresses per client
Unlimited email addresses & web site addresses per client
Job details
Create jobs/matters for clients including tax returns, BAS/IAS returns & ledgers (dependent on what other Elite modules are installed on the system).
Reporting
Basic: Client, Tax, ELS reports
Detailed: Client, Job, Tax, ELS, More etc
User tasking system
Create, edit & maintain tasks for users
Features due date, priority, status, assignment, reporting
Client notes system
Create, edit & maintain notes for clients
Create categories for quick find
Appointment diary system
Create, edit & maintain appointment times over a networkable diary
Setup different categories - tax appointments, financial meetings, consultation etc.
Create jobs/matters for clients including tax returns, BAS/IAS returns & ledgers (dependent on what other Elite modules are installed on the system).
Reporting
Basic: Client, Tax, ELS reports
Detailed: Client, Job, Tax, ELS, More etc
User tasking system
Create, edit & maintain tasks for users
Features due date, priority, status, assignment, reporting
Client notes system
Create, edit & maintain notes for clients
Create categories for quick find
Appointment diary system
Create, edit & maintain appointment times over a networkable diary
Setup different categories - tax appointments, financial meetings, consultation etc.
Add appointments with ease
Integrates into client listing
calendar Holiday Australian public holidays already added
Add staff holidays, rostered days off & out of office times etc.
Word processing
Standard letters with mail merge to Microsoft Word
Create, edit & maintain template letters
Simple invoicing
Standard invoicing with mail merge to Microsoft Word
Create, edit & maintain template invoices
Job tracking
Date setting, overdue tracking with warning alerts
ELS lodgment
Multiple agent lodgment
Integrates into client listing
calendar Holiday Australian public holidays already added
Add staff holidays, rostered days off & out of office times etc.
Word processing
Standard letters with mail merge to Microsoft Word
Create, edit & maintain template letters
Simple invoicing
Standard invoicing with mail merge to Microsoft Word
Create, edit & maintain template invoices
Job tracking
Date setting, overdue tracking with warning alerts
ELS lodgment
Multiple agent lodgment
RECKON ELITE CENTRAL
Reckon Elite Central is a client management system that includes powerful practice management tools such as a multi-user appointment diary, document manager, mail merge and a task manager/client notes utility that assist in keeping track of your client's status.