Bruce’s Banter

Bruce Morgan thinks he has the best job in the world. He knows a lot about helping time based CRM practitioners become more efficient and profitable and is passionate about showing them how to make more money by using appropriate technologies. He is CEO of GreatSoft (Pty) Ltd, a world class cloud based business, an Endeavor Entrepreneur and the winner of the FNB Business Innovations Award 2015.

Bruce Morgan, CRM opinion leader.

CEO of GreatSoft (Pty) Ltd

Create a completely secure, paper-free document storage and management solution – it will change your life!

Create a completely secure, paper-free document storage and management solution – it will change your life!

Imagine your entire document library is secure and easily accessible to all your staff as well your clients.

Imagine you have a proper audit trail on all your documents and that they are stored and managed in intuitive folder structures.

Imagine collaborating with your clients on specific documents, such as Tax Returns.

Imagine a solution that offers a secure client portal that integrates seamlessly with your GreatSoft CRM system.

GreatSoft’s Secure Document Management System will turn all of this into a reality!

 

Our paper-free Document Management System will offer you:

  • Seamless integration with GreatSoft CRM
  • Integration with most other leading global CRM systems
  • Massive time savings
  • Access to all your documents from anywhere, anytime and on any device
  • A Centralized repository where all client information can be instantly viewed
  • Digital document signing
  • Fully integrated into Office (Word, Excel, PowerPoint and Outlook)
  • Peace of mind that your data is safe and secure, no matter what happens to your file server.

Ask us for more information on how we can help your practice to become Paperless!

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This year, turn Tax Season into an opportunity to impress your clients, cement relationships, and finally manage your Tax process so efficiently that you drastically reduce the hours you normally spend and free up your time.

This year, turn Tax Season into an opportunity to impress your clients, cement relationships, and finally manage your Tax process so efficiently that you drastically reduce the hours you normally spend and free up your time.

Our Tax Software helped us win the FNB Business Innovator of the Year Award last year. Innovative and easy to use, GreatSoft TAX software focuses on you, the Tax Practitioners and Accounting Firms. Our cloud based tax return module is successfully being used by firms...

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Do you need a Tax Calculator that you can trust to help you manage your Tax Administration and Submissions to eFiling?

Do you need a Tax Calculator that you can trust to help you manage your Tax Administration and Submissions to eFiling?

GreatSoft TAX is a high-performance tax administration system that will assist you in preparing and submitting tax returns to SARS.

The software is browser-based, so you can login to your secure portal and manage your clients’ tax affairs from anywhere on any device.

Automatic backups and updates are done for you, giving you the peace of mind that your data is safe and compliant with security legislation.

It interfaces directly with SARS eFiling so you can request taxpayer information, prepare and submit your tax calculations on the dynamic ITR forms, and track the status of your assessments. Assessments will automatically reflect in your database.

The module has built-in workflow and gives you the ability to submit your annual and provisional tax returns in bulk. The automation will also allow you to Bill and send Tax Letters directly to your clients in bulk.

Because the Tax module is fully integrated with GreatSoft CRM it allows you to manage your client & billing process seamlessly.

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086 147 3281 info@greatsoft.co.za
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086 147 3281 info@greatsoft.co.za

086 147 3281 info@greatsoft.co.za