Fundamentally aimed at professionals in the accounting sector and consequently at their customers, the app allows you to activate a system through which to offer an additional service of exceptional scope. The advantage is realized in the possibility of developing dynamics of active interaction with a client, with client groups or with all clients at the same time, creating a real database for each one that can be used at any time without the need to ask for documents or data from the Firm. but at the same time making the Firm more present in the daily life of its client.
The application allows the Professional, among the many functions:
. that of making documents available in the designated areas (F24 area, Documents area, Invoice Area, Notification and warning area) for immediate availability at any time;
. that of interacting * with your customer in real time even without the aid of a PC. From the smartest client to the least technological, everyone thanks to their smartphone will be able to take advantage of the benefits and advantages of the application and easily interact with the firm overcoming all the problems related to the availability and availability of the client or the firm
. Advantages in terms of optimization and time saving for the professional; Advantages for the customer who has everything he needs with him at any time with the opportunity to share documents or information with third parties;
. Monitoring - from the most demanding customer to the least attentive, all the information concerning him or which allows him to better manage his business is immediately at hand. Schedule always updated with the real deadlines and the relative amounts already calculated (made available by the professional), any suspended payments to be regularized, statements to be forwarded to the bank, personal data and positions to be shared with your new client ....
... all this means freeing the studio from recurring requests and phone calls, timely and optimized management of deadlines and customer satisfaction on which to develop new work dynamics or payment policies.
We are studying add-ons that will integrate the application with the ability to manage the issuance of electronic invoices directly from the application or to manage pro forma related to the professional's fees and his payments ... and much more.
For more information www.fiscale.it or write to info@fiscale.it
* "Interaction" means the possibility for the customer to exercise options on documents made available. For example: form F24 expiring, the customer can via the app communicate to the professional to proceed with the payment or make available a courtesy copy of the invoice, prepared on behalf of the customer by the professional, which can be confirmed and sent from the professional to the SDI