GreatSoft Level Up Webinar
- Tuesday, 22 November 2022
- 8am - 12pm
- Virtual: Microsoft Teams
- Final Registration: 18 November 2022
Have you been thinking of ways to be more efficient when using the GreatSoft Product Suite?
Join us at our Level Up virtual morning, to learn more about the hidden gems of the GreatSoft Product Suite.
You’ll learn how these features will optimise user productivity, streamline company operations, and help you manage client relationships.
Who should attend?
- Office Managers
- Tax Practitioners
- Company Secretaries
- Debtors/Finance Administrators
Expect to gain a deeper understanding of GreatSoft's capabilities
Agenda
Key Talking Points
Practice Management
- Write off WIP in bulk using the new WIP management dashboard
- Search for anything using advanced search
- New ways to capture timesheets
- And much more…
Tax
- View all correspondence from the SARS correspondence dashboard
- Bring in payments from eFiling
- And much more…
Sec
- Edit workflow yourself
- Produce an organogram in GreatSoft
- And much more…
Planner
- Bill all your projects with a click of a button
- Tag jobs to become better organised
- And much more…