GreatSoft | e-Approve for Professionals

The Practice Management Automation Solution e-Approve is a professional practice automation and workflow solution developed by GreatSoft to complement the successful e-Cost practice management system. Providing a single interface and enabling the professionals in your organisation to create and approve requests for changes to Clients, Tasks and raise Fees and Invoice

Key Processes

• Time and Expense Approvals
• Client Maintenance requests and approvals
• Task Maintenance requests and approvals
• Fee requests and approvals
• Fee Reversal requests and approvals
• Open Item Fee requests and approvals
• Approver Maintenance

Partial Feature List

• Enable authorised staff members to create requests to add, change or terminate client, task and fee records.
• Provide an easy interface for managers to approve or reject requests.
• Use MAPI or Lotus Notes email to notify appropriate team members about approvals and rejections.
• MS® Office® Integration.
• Rapid and proven implementation methodology that ensures your firm is up and running in a matter of days.

Save yourself time...

• Eliminate duplications and redundant data by capturing all client data in one central database.
• Cut out paperwork.
• Take control of your practice information.