Attach procedure and process documentation to admin and internal tasks to guarantee quality and integrity.
Making sure process and procedures are followed properly can make a massive difference to the quality and security of your client practice work.
iPracticeHub means as the admin team complete tasks the process and procedures are built into the processes. This gives your practice the peace and mind that things are being done properly and steps are not being missed.
A good example: A NOA is processed by the ATO Smart Docs program and it identifies that the assessed tax amount is different to the estimated tax figure calculated by the practice tax application. A job is automatically created for the person tagged in practice management as the person responsible for the client, so it can be reviewed and then explained to the client.