WebDec 10, 2024 · GreatSoft is a practice management solution for mid-tier accounting firms that need a scalable and integrated cloud based solution. Users can build a practice ecosystem, build a 360° unified view of the customer, streamline manual processes and get realtime job performance and powerful reporting. 4. WebNov 3, 2024 · The sync from GreatSoft to FYI happens every 15 minutes. Refer to the table below for what data is synced. No data is synced from FYI to GreatSoft. The Sync occurs in the following ways: Automatic Sync. A sync from GreatSoft to FYI occurs automatically every 15 minutes. Manual Sync. A manual sync from GreatSoft to FYI can also be run, …
GreatSoft CRM – Medium
WebSep 3, 2012 · GreatSoft is an independent software vendor that specialises in practice management solutions for time based professionals such as accountants, auditors and consulting engineers. Our fully integrated practice management solutions are designed around our clients’ requirements to automate key administrative processes. WebGreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re ... notts apc overactive bladder
Comply with the Protection of Personal Information …
WebGreatSoft is proud to present our Cloud Document Management (CDM) System. This offers a secure platform for document storage, collaboration with a secure cli... WebA virtual training offering, where clients can collaborate with other clients, via a Microsoft Teams platform across our different product offerings to learn about new and exciting developments, clever tips and tricks, how to guides as well as learning from our experienced and highly skilled trainers who will take you through your journey ... WebThe built-in workflow system automatically populates required forms while the form filler allows users to quickly & easily complete ad hoc forms. With all your clients & entities already on GreatSoft, you can calculate & save Public Interest Scores all on one system. GreatSoft Secretarial lets you quickly & easily monitor any CIPC annual ... how to show thinking in writing