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!
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 Tax Season our clients will be trusting our GreatSoft Tax Software to help them impress their clients, cement relationships and manage their submissions efficiently. Make a difference this Tax Season. Our innovative and easy to use, GreatSoft TAX software...
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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?
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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Being Busy does not always mean being productive, here’s why you need to streamline your company secretarial processes.
When it comes to performing secretarial tasks, many productive hours are wasted by the need to locate and check relevant information, the integrity of which can easily be compromised.
Client files and documents are often stored in multiple locations, making it difficult to track the status of both transactions, and of the secretarial work in progress.
GreatSoft will help you implement a fully integrated statutory compliance system that will allow you to manage all of your processes in one central place – all client information, registers, supporting documentation (digital and scanned documents) and flexible reports at your fingertips.
We will connect all the loose ends, helping you to cut down on administration time and free up time to focus on growing your business.
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As an accounting firm you can now create an additional income stream by becoming a Payroll Bureau Service to all your clients!
Firms can now seamlessly integrate a Bureau Payroll function into their client offering. This will give your practice additional income stream opportunities by becoming an outsourced Payroll Service Bureau to all your clients.
GreatSoft has teamed up with Axia to offer GreatSoft Payroll – a world class, cloud based employee management system.
Developed and evolved over 30 years our Payroll solution combines the strengths, experience and expertise of GreatSoft and Axia to present a risk free opportunity for you to offer your existing clients a competitive and easy to implement Bureau Service.
Not only will this strengthen your relationships with your existing clients – it is a great tool for leveraging new clients and building your practice.
Contact us now to get more information and prices about this fantastic new integrated offering.
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… Read the rest read more
A highly secure, digital Board & Meeting pack solution will allow you to have much more efficient board meetings, and reduce risks and stress.
BoardPad is the leading international meeting and document collaboration solution and will transform the mobile devices of all your directors and board members into highly secure digital board and meeting packs, and allow them to collaborate on documents.
No more bulky board and meeting packs, no more security concerns, no more last minute emailing and late deliveries, no more lost and stolen documents, and no more frustration as you try to convert data to PDF files to suit different software platforms.
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Now all your directors can securely access all information online or offline, from any location, on any device, at any time.
- Easily and securely manage meetings
- Compile electronic board papers
- Distribute instantly to your board
- Securely view meetings and documents from any location
- Papers for multiple boards can be securely segregated
With BoardPad you will deliver the right information, to the right people, in the right format!
BoardPad is available and supports Apple iPad and Windows platforms, and will be able to support Android from October 2016.
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… Read the rest read moreHow to manage your WIP, keep on top of your staff, and be more profitable
https://www.youtube.com/watch?v=boftCpLTZ3M One of the biggest challenges accounting and auditing firms face on a daily basis is not knowing how far they are on projects, whether they are on budget, or which staff members have worked on specific projects. Not knowing...
read moreNeed a Tax Calculator that you can trust?
Tired of Excel calculations and spreadsheets? Need a Tax Calculator that you can trust and help you manage your Tax Administration and Submissions to eFiling? Then GreatSoft TAX is the answer. Benefits of using GreatSoft CRM TAX Software Request and submit tax returns...
read moreImagine one fully integrated statutory compliance system that allowed you to manage all your critical secretarial processes in one central place
Has this ever happened in your auditing or accounting firm or practice? Your client wants a copy of his company register and he wants it NOW. You open your safe and dive into your archive of files. Finally you find the relevant registers and run your eyes over them to...
read moreGreatSoft Payroll = Axia Payroll + Greatsoft CRM – Why it makes so much sense
4 February 2016 By: Dereck Gibbs Most business decision makers are looking for software solutions that enable their businesses without having to increase complexity, risk and cost. Accounting Firms are no different. Imagine subscribing to software and not paying...
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