Blog

A Better Client Write-up

Why Client Write-up?

There are major distinctions between General Ledger software designed for business use and Client Write-up software designed for accounting professionals. General Ledgers are intended to record transactions in a preset and balanced environment. Date sensitivity and timing restrictions are commonly encountered in a business ledger because they are actively engaged with a current, real-time business process.

Client Write-up software is structured exclusively for use by accounting professionals working in the background on a diverse array of clients. This unique environment requires a flexible, efficient software solution.

Performing after-the-fact services with a general business ledger tool is like trying to fit a square peg into a round hole. Given the time, energy and maybe even a big hammer, you can eventually make it happen. However, the intelligent solution is to work smarter, not harder by selecting the very best tool for task at hand – CertiflexDimension Client Write-up.

After-the-fact Payroll/Payables

Recording day-to-day transactions resulting from your clients’ business activity is a key factor in your firms accounting system selection. With CertiflexDimension you can record high volume day-to-day activity and print approved quarterly and year-end tax forms with ease.

Dimension is structured exclusively for use by accounting professionals working with a diverse array of clients. Efficiently accumulating and processing daily transaction data after-the-fact will strengthen your client relationship and free you to pursue additional value-added services.

Data Entry

Collating and entering client data efficiently is perhaps the most critical issue affecting the success of a write-up practice. Whether you are manually keying transactions or electronically importing from client software, CertiflexDimension data entry is designed for maximum flexibility and speed.

An abundant use of hot-keys and special functions translate to reducing keystrokes and eliminating errors. Using advanced technology, an exclusive ‘smart-learn’ feature will learn your unique entry style and intuitively complete your entry for you. Simply another way Dimension Write-up will dramatically improve your keystroke efficiency.

Reports & Financials

Timely, accurate and versatile reporting is the cornerstone of CertiflexDimension Client Write-up. Whether you are creating scheduled financial reports or simply accommodating a last minute request, you can always deliver the best and most accurate information on time. In short, you get results when you want with the detail and flexibility you need.

Reports are easily packaged together in a report catalog and emailed or printed for manual distribution. With Dimension Write-up, you are always in absolute control of the entire report creation, generation and distribution process.

Integration

The ability to quickly and efficiently exchange information is a must for today’s technology driven accounting practice. By employing a wide variety of common, industry standard data exchange tools, Dimension Write-up extends true one-time data entry support to a wealth of financial analysis applications.

Whether you are linking to client software, exporting account detail to your favorite spreadsheet, transferring year-end balances to your tax package or simply emailing a report, you’ll find the seamless integration to improve productivity and bottom-line profit.