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An accountant or CPA can create a Service Desk for its clients with Twinfield. The basic principle of the Service Desk is the active part of the clients.
They can enter the data for the financial administration such as bank statements and purchase invoices.
This can be done through a secure website as you might know from Internet banking. There is no software installation and you do not have to worry about updates or maintenance.
All questions, entered data and reports will be sent through this website to you, the accountant and your clients.
The Service Desk is attractive to current and new customers. You will reach a higher customer satisfaction degree and the quantity of clients can grow without the need to hire more advisors. If your client calls you with a question, you can simply look into the administration of your client form any desired place.
Your client will be involved in the basic process (data entry) while you are still in control. You can generate all desired reports and function as a financial advisor, you can check all data entered and… all of this can be done without one floppy disc!
Twinfield is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.