Dealpath software for accounting and tax

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hello and welcome to another great webinar from the accountants Mastermind my name is Mark and today I'm joined by Samuel George Samuel is here to introduce you to tax Dame and how to revolutionize your firm say hello Samuel whoever and I'm ready so let's get started [Music] thank you welcome Samuel and uh over to you about virtual Round of Applause thank you very much Mark I'm just going to start by sharing my screen and we're going to start quickly with just a short presentation on tax Dome and then we'll go into a deeper software review so firstly thank everyone for joining today and Welcome to our introduction to tax Dome this is going to be a short presentation just to highlight the features that we have and then in the software demonstration we can really look into how these features are applied on the software so what is takstone we're going to go through a short overview it's a cloud-based practice management platform so you can access the software from anywhere at any time as we store on the first page there we also have a mobile app so your clients can also log in on the go and complete their documents or upload anything they need to with techstone we have a very heavy focus on workflow automation we're going to come back to this later on in the demonstration but we're going to show you how you can fully automate the services that you would normally offer at your firm we also have automations for reminders and onboardings we'll also take a look at that in a demonstration and tax domain is a centralized platform where you can really keep all of your documents invoices contracts and more being a centralized all-in-one software it saves you a lot of time and navigating around finding the necessary bits of information but let's take a look at the features overall that tax Dome offers of course being a practice management platform workflow automation is really important in having an overview of your ongoing tasks and services we also have a really user-friendly client portal where your automations from the workflow are going to be sent to and your clients can then log in either on their desktop or their mobile device and complete contracts complete organizers which are essentially digital e-forms there to request important documents and information I understand the terminology on other softwares would be forms so tax domes equivalent essentially Now with an all-in-one integrated CRM you're able to keep all of your clients documents we have unlimited storage at the tax Dome and you're also able to streamline your communication with clients on tax term you're able to sync your email address with the software so that if you're communicating with them on Outlook or Gmail for example these emails can be pulled into the CRM so you can access everything you need to in one convenient location and then of course we have some really useful features with regards to team management so time tracking and then task assignment but let's just take a quick look at the workflow Automation and how this works and how it's laid out on tax Dome so we have six stages here imagine these as six columns and each column or stage is essentially a step in the process and at each stage we can associate different automations automations could include sending emails sending a letter of Engagement sending an invoice and we can see the structure of an example here so we're going to look at this in a lot more depth later on but the real important thing to remember is that our workflows are fully customizable to your firm's needs and services so let's take a quick look at some of the pain points that tecstone can really help you with so referring back to the automation process now obviously with MTD coming up you really want a software that's going to help streamline your processes automates a lot of that document request document request tasks so with tax Dome when you set up your service your automation pipeline you're able to automatically add clients to this Pipeline on a weekly basis on a bi-weekly basis or a quarterly basis so when it comes to itsa MTD you'll be able to automatically add your clients to the workflow automatically request their information and have them sign contracts all before the task has automatically created for you to then prepare that return so a great time saver for for your firm coming back to the centralized platform aspect too as we have many different features which cover Team Management time management workflow automation we find that a lot of accounting firms may have different softwares for this for example Adobe for e-signing another software for workflow management for example keeping it all in one place is going to save you time in going through different tabs and softwares we have a custom branded client portal which is going to give your clients a much better user experience of course tax time is going to be the software primarily for you in automating your services but it's important to see what it looks like and how it will appear on your client's end so we'll take a look at that later too and also we do have improvements within Team Management so you can automatically assign tasks to different members of your team and obviously start time tracks for different bits of informational tasks so let's go to the supporter tax Dome when you come to onboard with us what channels for support are going to be available to you well at tax time both on your free trial and when you start your subscription with us the support is free and unlimited so we're going to be there to help you every step of the way here are some of our support channels that we do offer so we have an onboarding where we'll jump into a one-on-one screen sharing session and we can help you import your clients to set up your workflows or answer any questions about particular features we have product webinars that can help boost your product knowledge and understanding perhaps how to create your own workflows we have a help center not only for you but also for your clients and in this help center with the Articles you'll have useful videos and descriptions as to how that feature will work and how you can send that to your client we also have the tax Dome Academy which is essentially a course that you and your team members can take and it will walk you through step by step how to use the different sections on tax domain we also have YouTube tutorials and tax dorm Services where our support team can help you import your clients or documents so without further Ado let's jump into the software and take a closer look okay Mark you just able to clarify if you can see the calendar yep sure can a brilliant so I'm looking at tax Dome here from The Firm owner's perspective we do have the client portal and it's worth bearing in mind that when your team members log into tax Dome they're going to be somewhat restricted the reason for that being is that you as the firm owner can give them access rights to the different parts of their tax loan platform so throughout this demo looking at it from The Firm owner's perspective we're going to see all the information regarding to my accounting practice so this is the page the tax Dome calendar page if we head over to the left hand side we can see our navigation bar where we can access the different sections of our tax Dome account we have a global search where we can search for client accounts documents or contacts Within These accounts we also have a plus three button where you can trigger any of these actions this is perhaps for any time pressing issues that you want to process quickly let's go ahead and start a time entry which we can record throughout this demo so I selected time entry I'm going to select the account that I'd like to correspond that time entry to I can add these time entries either retrospectively or I can start one now I'm going to create a tag for self-assessment return which will help me to find this time entry related down the line and I'm going to start this now if you look in the top right hand corner you can see the timer has started by simply clicking it I can either pause this finish this or delete it I'm going to leave it running for now and we're going to hop back to our calendar page so again tax Dome is a great way to really have an overview of your ongoing services and tasks now we have many different dashboards where you can access this information and then filter it to see perhaps what tasks specifically are assigned to team members you can see tasks relating to a particular service but the calendar may be really useful when looking at upcoming deadlines we can filter this for the day if you want to see what tasks are currently outstanding or you can filter this for a particular task type I can do that by selecting task I'm going to go over to filter this will be a common feature of many tax Stone pages and I'm going to select the task tag for vaet and I'm going to hit apply and again we're going to see all those tasks relating to vat so before I add this filter it's going to show me all of the services and tasks that are commonly ongoing at my firm with that example with the vat task you can really quickly access the information that you need so one thing I love about tax domain personally is that it's really interactive and it's a great platform to look at it's got a great aesthetic to it regarding the interactiveness of the platform if I want to make any changes to perhaps services or tasks I can do that by simply clicking on the task here when I click on the task it's going to bring out this box from the right hand side and if I want to make any adjustments or changes I can simply do that by clicking on the relevant section I could perhaps change this task and label it as completed I might want to adjust the due date which I can do by simply clicking here or I may actually want to communicate with a team member maybe there's an outstanding task that I would like to assign to them by simply using the at symbol I could then tag another team member of mine now where would this notification come through that draws us to the next section the inbox plus now the inbox plus is where you're going to be receiving all the notifications about your clients actions these notifications could include contracts it could include new emails it could include uploaded documents we can just take a look at some examples here so we have this mention and it's going to let me know the mention and what's required of me I could then go straight to this task by clicking the button here I think it's worth noting that on tax then we try and make it as easy as possible to get the information that you want to see so anything on taxton that you see that's written in blue is interactive and it can be clicked on taking you directly to what you need to see by scrolling down the list I can also see notifications for emails and it's worth noting that from here I can even create a task and assign it to a team member we also have the option to hide relevant notifications to the archive button and as team management and task management is really important you'll also receive notifications regarding outstanding tasks or tasks that have due dates coming up now after the inbox plus I just want to cover quickly the home page now the home page is a great way to get an overview of your current ongoing tasks and to see statistics related to your revenue and team members I'm not going to focus too long on this page because I'm going to quickly refer to our roadmap and our home page is going to be updated towards the end of this year towards the start of next year and we're going to see this The Firm insights page so this is going to have customizable widgets that you can drag onto the platform you can adjust them to look at a particular service that you're offering or you can adjust the widget to perhaps look at a particular team member so we're really excited for this feature coming to the platform and it's going to look great also on this page I think it's worth noting our our roadmap for SMS Integrations and our proposal platform we've already completed the document Global inspection and if I hop back to the tax loan page we can see that here it's worth noting now that we can also access our documents or our clients documents I should say from the CRM which I'm going to go to now so when I click on clients we're going to see everyone who's currently uploaded onto the platform every client at my phone from here I can see pending contracts pending messages and organizers and you may notice that I've assigned tags to all of my clients now the tags are really important because they really help me when applying bulk actions so let's go through a quick example now of how these will be carried out so let's say that I want to send an email to all my self-assessment clients I can simply hit filter and I'm going to go down to tag I'm going to select my self-assessment clients and hit apply if you bear in mind that you can also add multiple filters I could also search for my self-assessment return clients who have unread messages I could also save these as templates say I have a really useful filter that I'd like to use on a regular basis I could then Save More Time by simply applying this filter that's been pre-made but I'm just going to hit apply for now and we're going to see all of my self-assessment return clients if I hover over the plus one you should then see the other tags and now when applying bulk actions I could just select one or two accounts or I could select them all by checking this box at the top you will notice that as soon as I check this box the bulk actions appear above if I just hit more actions you begin to get an idea for the bulk actions that can really be applied on tax don't so as a firm owner it's a very great way should say the platform has great functions for assigning tasks starting new jobs and adding account adding accounts to the workflows that you have on your platform but in this example I wanted to send an email to my self-assessment return clients you can see the send email option here I'm then going to select a random template you may notice that we have short codes which can be used for personalization in your emails and let's say perhaps I'd like to send this email at the end of next week if I scroll down we also have the option to schedule our emails by simply selecting a date or time that's going to be processed for us let me just hop back to the page and right right now we're going to take a deeper dive into our clients Carm sorry just before just before you go we've just done a couple of um questions from uh Carly um she's asked do all emails come into the system or is it just client emails so but we can come to that in a section there's going to be different subsections for each part of your client so you can have a section for invoices a section for contracts with regards to the emails you're going to be syncing your email address with the platform so what that means is that all communication that's been had with your clients through Gmail or Outlook that's going to be pulled into the software you'll be able to see both your received emails annual sent emails to the client you can also send emails from tax Dome and respond in the threads but we'll take a closer look at that when we dive deeper into the CRM perfect and are you covering off where um she's asked also are you able to send emails from a central email address so you know for example if it was a newsletter you won't want it to come from a person perhaps it was a hello ad or a do not reply it is actually so for every subscription that you have with tax term you're able to essentially sync a new email address so you'll notice that I have a from field here yeah as it so my demonstration account I believe I only have one email linked but from this list if you were to have multiple team members added to tax Stone then you could select the other address and then have it have it sent from that perfect thank you if it doesn't answer your question Carly let us know thank you I'll uh leave you to it no problem at all so as I was saying we're just going to take a deeper dive into the CRM feature now I'm going to click on John's name and that's going to take me to his overview page again we're going to take a look at some of these subheadings at the top here but I want to quickly scroll down as this is a really useful a useful page sorry to give you an insight as to where this client currently is so we can see his received emails we can see any pending messages all the signatures that have been sent to the client approvals which is another feature on tax Dome let's scroll to the top for now briefly I want to come back to taxiderm and the perhaps the interactiveness part of it so let's say that I'd like to adjust the task again that can simply be done by hovering over any of the statuses and then making that change let's now jump to the info section which is where we're going to see the contacts within the account and now I just want to take a brief moment to just clarify the difference between an account and a contact because that may be important moving forward so an account is the entity that we're actually working for the entity we're going to be billing and a contact is essentially the person within that account the person within that entity so on the info page we're looking at the account for John's Bakery for which John Harper is a contact I can see all of these custom fields that I've created relating to their National Insurance number their personal utr number and I can see the contact details relating to John by simply clicking on his name I could add multiple contacts by simply linking them here and I can also assign different team members to this particular account so moving on run the info tab but I'm going to jump to the document section and before I start it's worth noting that we do have unlimited storage at tax zone so you'll be able to import all of your clients documents and have them stored here conveniently to so on the documents page one thing I would like to highlight again is these preferences for the folders We have three you have an option to share files with your clients so that they can view and edit them you can also upload them to a file where your clients can only view them and then you'll also have the option to upload files into a private folder which is kept from them which they're not going to be able to view on their client portal at the top you have the option to apply a folder template a pre-made structure of templates from your firm and inside these folders you can also include documents that might be important for the services you're providing later so I think it's worth just quickly touching on these subheadings here we have approvals so signatures file requests this is primarily for people or clients you may have who may not want portal access but you still might need to request documents from them what you can do I can just go through an example of this if I go to this folder here and let's say I want to request files in the 2022 tab by clicking on these three dots I can go to request files and I can send them an email request with a link which is going to say hi John please upload your file into this 2022 folder and then when you clicks on that link and uploads the document it's going to come through Straight to here so I'm going to quickly talk about the messages next and you may be asking what's the difference between a message and an email well in the email you're able to use HTML you're able to include images to really personalize that that communication with your clients but with the messages the main key feature here and benefit of of this feature is the client tasks which we can see at the bottom here now these messages can be pre-made from templates and they're really useful if you really want to clearly outline tasks for your client we'll take a look at what these messages look like on the client portal later on but it's a great time saver for your firm you could then specifically look at the client tasks you've given to them and it's a great way to follow up on your clients and and where they currently are in the process let's hop now to the email feature quickly just to clarify that question from before so when you sync your address with tax Dome you'll be able to see all the incoming emails and all the emails that you've sent from tapstone and again if we go back to the inbox select this page load so you can see how this sent emails are structured I think I have a lot that's why it's taking a little bit of a while but if I go back to the inbox we can see that we also have this search feature again really making it easy to get the information we need moving forward and the last page I want to focus on in this CRM is the last one the workflow Tab and the reason why I want to show this is because as a practice management platform you want software that's going to give you a really clear insight as to where your clients currently are and what the requirements are for having them complete that service or process so by going to the workflow tab we get a quick insight into how the workflows are displayed on tax dome but again I can scroll down and see what services my client is at and at what stage in that process they are at so a really convenient and easy way to follow up on your clients and really manage your ongoing tasks and services now with relation to task management and service management that would be really where we could come to the workflow page on the navigation bar so let's hop over to this section here now on our workflow page we're going to see three different tabs we have the pipelines tab which is essentially a list of all the automations that you have we have the jobs Tab and a job correlates to a specific account within that pipeline or workflow so for example we were looking at the CRM for John's Bakery the job would be John's Bakery in a self-assessment return for example and a task is a task within that process so in the self-assessment return service you're offering you may have tasks for reviewing documents preparing the return reviewing the return so that's just a bit of insight into the terminology of these three tabs but I'm going to start on the pipeline page and you may have already noticed that we have a schedule feature that means that you can automatically add your clients to your tax loan workflows and essentially remove another manual step so as we can see the self-assessment return workflow I have here I've set this up on a quarterly basis so let's take a look at my setup more closely so we're on the kanban board page now and it gives us a really clear insight as to how our workflow has been processed so the layouts has been shown in the stages so each stage is shown by these gray boxes and in each gray box you can associate different automations so let's take a look at the first stage and what automations we're going to apply so when I add an account they're going to be sent an organizer which is essentially a digital form requesting important documents and information they're going to receive an email letting them know that we've sent them the organizer and the contract we're going to send them a letter of Engagement and we're going to add a Wiki page now a Wiki page is essentially your standard operating procedure on a page format with videos with Builder that points so if you have any apprentices or outsourced staff this is a great way to keep them updated as to how you would normally carry out this process so let's go ahead and add an account to the workflow now this can be done as a bulk action on the CRM page this can also be done from the plus and new button but in the in the interest of time I'm just going to add one from the add job button here so I'm going to select an account I have a pre-made template for quarter three and that's going to populate the job assigning so this is essentially the team member who's going to be managing the process as a whole it's also got the due date populated and we've also got the Wiki page in this job template that I've created so I'm going to add the job and it's going to prompt me and say these are the automations that are going to be triggered as I already have the Wiki page in my template I can remove it here and when I hit move we're going to see John's Bakery add us to the workflow on the first stage now we talked about the mobile application if I just quickly referred to my phone here I'm not sure how clear it's going to be but we can see the two push notifications from tax bone letting the client know that they have an outstanding organizer and contract so these are really useful when kind of nudging your clients letting them know when they have outstanding bits of work to do okay let's take a look at how these came through on the client portal so let's first take a look at the email tab so we've received the first email from The Firm hi John we're about to get started on your self-assessment return please complete the organizer and sign your engagement letter let's now go to the client portal and this is what they're going to see when they log in now bear in mind until I've refreshed the page we're not going to see that organizer and contract but now it's a really clear overview of your clients as soon as they log in they have the required outstanding tasks under the to-do list here they can access their documents they can upload documents and let you know by clicking this button here that's going to send you a notification on your inbox plus you can start a chat with the firm if you have any questions about uploading or they can even book an appointment with you if they want to discuss their tax stance further but let's go ahead and refresh the page and see those two automations come in for the contract and the organizer that so the organizer as we mentioned was that digital formed request important documents and information in these templates that you create you can use text Fields you can use date fields number Fields check boxes yes or no questions and options to upload documents so let's go ahead and just see what that process would be like for one of your clients let's go and add an income document and select my computer now even though I'm selecting one document at this stage I could upload multiple let's just wait for that to upload and hit save and in the interest of time I'm not going to scroll through and answer every single section I'm just going to save and submit just hit send and if you may have remembered we have one more outstanding Automation in that first step which is signing the contract the letter of Engagement so by simply clicking on that notification I'm taken to the contract you can also itemize the services that you're offering at the bottom here but I'm going to quickly type in the name of my client and hit sign let's save this and now when we go back to the client portal we're going to see something very interesting so we're back on the firms page and one feature that I haven't talked about yet is our Auto move which is kind of comes in tandem with our workflow platform too now what the auto move feature does is it essentially recognizes client activity on their end once the client has completed their outstanding tasks it automatically moves the job into the next stage whether next to automations will be applied so in this next stage we have a task for reviewing the uploaded documents and we also have an email sent so let's refresh the page and see that job move to the next stage and here we have it John's Bakery so now if I go back a few questions um does the new job come up automatically each month or quarter no matter what or is it only if the prior period is complete so it's no matter what when you add your clients on the recurring schedule when they do get to the end of the workflow it's your requirement to then archive that account so let me just move this job card to the last stage and let's say for example for this client I'd filed their return in order to essentially close that client account in the workflow I just need to check the box to select that client and then archive the account and now when we're on the CRM earlier we won the workflow page and we could see the different kanban boards for each process that client was in at the top there's a sub tab for completed workflows and there you'd be able to access all the information from that particular flow to the completed organizer the contract for example but again the recurrence there's going to be when these accounts are added back to the workflow okay um the can you add PDFs and excels to the Wiki page or is it just websites I think you you did add a PDF didn't you to the to the documents absolutely if you wanted to link a PDF document about your standing standard operating procedures you can absolutely do that so with relation to accessing information related into a particular job you can simply click on the job card here and it's going to bring out this panel on the right hand side here you can access all the information currently relating to that job so we could see the signed contract we could then take a look at that pending organizer or the tasks at the top there's a button here which is plus link so we could then link other documents other PDF files we could link payments the time entry that I've just created so it's a great way to keep everything in in one place right and the last one is just to confirm does the system generate loes depending on Services the client signs up for so as the workflow is basically structured on a template basis it's really comes back to that customizable aspect of it you're able to create a process that will essentially trigger other automations depending on what your client has completed we're unable to trigger it based on the services that have been selected but that's something that we could definitely look into in the future it may be worth quickly just focusing on our feature request board where clients and users of techstone can comment and suggest feature updates that they would like to see in in later for updates of the platform looking at a couple of entries here we can see that a couple are planned and some are under review and in progress so we'd love to take your feedback on board when learning how to really make tax domain applicable for everyone brilliant thank you no problem at all so going back to the demonstration with the job John's Bakery is currently in the second stage reviewing files we've received all their information in the organizer we have the cyan contract and automatically we have a new task made for reviewing the documents so let's say for example that the client has uploaded the wrong document they've missed an upload let's see as to how he would really maintain the structure of the workflow but then request that missing information now I'm just keeping an eye on the time so we have around 10 minutes left for the demonstration so I'll try and go through the workflow in as much detail as I can so to take a look at what files have been uploaded I can simply just click here it's going to take me through to that completed organizer and then you'll notice we have these three dots here in the top corner now if I go here and I click unsubmit I'm going to be able to add a reference note for my client and say thank you for uploading the organizer however we still require documents X Y and Z so if I write she's up the road your p60 and I hit unsubmit before we jumped the client portal and see how that comes through I also want to show you another alternative requesting documents on tax Dome because again it's very feature heavy for the reason that we want to give you the option to choose how you'd like to structure services and how you'd like to communicate with your clients so let's go to the plus new and I'm going to select chat which is our message just let this save for a minute I think because I'm I've got my zoom open and multiple other pages let me just refresh that for a second so we've sent the organizer back to their client portal and we're going to see another example of a chat and now a chat remember has these client tasks at the bottom so we could then request our client to upload specific documents and then kind of isolate and select those documents in those client tasks let me just try and refresh the page one more time I'm going to use the client page which is taking a lot let me close this down we can go back to our portal here so again the philosophy is where we can send out a quick message or automation let's go to the chat and then we can select the client account we'd like to send a chat to we can just select the template for missing documents and again it's going to populate this message field with the documents needed and then we have these client tasks which they can check off below now I talked at the start of this demonstration about automated reminders I could simply check this box and add essentially a number of reminders and an inactivity frequency between them so I can select how many I'd like to send and it will be essentially an email sent through to their provider saying you have an outstanding message please consult this and I can also choose the days between the reminders so let's go ahead and send this chat and take a look at the client portal so we're gonna keep editing and cancel this let's hop to the client portal and refresh the page to see that unsubmitted organizer and that message requesting the new documents so we have the organizer here and we have a message to upload the p60 do that now by simply clicking on the task and again go into the relevant box and uploading it here very easy for your clients or on the home page I could go to the message and then simply check off these client notifications and if I go back to the firm side if I go to the inbox class now we've checked off these client tasks we should be able to see at the top these client tasks notifications which I can just click on here and we can see that these documents have been uploaded had I taken the time to actually upload these documents to the message which you can do they would just appear on the on the right hand side as they have down below so a great way to really have an overview of all the services at your phone and I think that really concludes the demonstration I understand we're coming towards the the end uh so I'm happy to answer any questions relating to the platform the features the workflow in particular brilliant thank you very much uh for that Samuel it's been a really useful uh insight into um the the software and I think it's been beneficial we've had some really good questions um some of the questions that were asked previously um just uh stop the screen share now uh there we go um it's for for there's it's always a difficult one about asking about other people's software um somebody has obviously asked if it uh is a direct replacement for their own software um I guess the answer to that simply is yes but um what's your view on the on that yeah it is a really good question it really depends on what you're using your current practice management platform for obviously we have a lot of features relating to you know Team Management the CRM is very in-depth with regards to storing your documents your invoices and contracts I've gone into very a brief overview of our workflow feature but we go into much more depth with regards to conditional logic a particular steps and I really want to get across the fully customizable aspect of this workflow feature so it we give you the tools to really manage the processes in a way in which you'd like and we're here to support you in helping you to set those up so it's hopefully I've been able to demonstrate in this webinar you know the features and the really important dashboards on tax Dome that I really recommend getting involved yourself and just try creating your own workflow uploading your clients and having a play around because that's the best way to see if it's going to meet your needs to brilliant and Carly has just asked and there was a question uh prior about other software that it links with a couple of them are zero inform direct companies house and tax count do you have any Integrations with any of those so I can I can comment on this from a perspective of tax Stones current stance where we're currently just starting to expand within the UK and on our road map we have Integrations with zero Integrations with companies house and hmrc also looking into providers for AML checking too so when you go into your CRM we're going to have another tab at the top for AML reviews ID reviews and kyc checks so in the next year we're going to have a lot more UK localized features but in the meantime really where you're going to save most time is with that workflow Automation and being able to fully customize those for your firm are going to be real Time Savers but currently we only in great with QuickBooks you can integrate with your invoices we to create with schedulers 2 stripe CPA pay that works with your invoicing onto tax Zoom as well brilliant okay so and just to cover back so um somebody did ask about um am I a couple of people asked about AML but just to cover back slightly so um to confirm to anyone that's not listening just in case so you're not a new piece of software you're just new to the UK that's right isn't it exactly yes so we attended the accountex for Manchester in in the middle of October and we had a great response from accountants I think many people weren't familiar with us before but we're a us-based firm so we've been in the market since 2017 and we just continually try and update our features to accommodate the local region and the UK is a particular Focus for us now brilliant thank you um Andy's just asked can you disable sections EG invoicing if we use external provider we wouldn't want this showing in the client portal absolutely so with regards to hiding particular sections invoicing UI boards are hide because we understand that you may have other softwares where you would prefer to send your invoices from by going to the settings page and going to the Integrations tab you have the option to hide that invoicing section from your clients so on the client portal that navigation bar on the left hand side the invoices won't appear there brilliant brilliant and is the diary feature of Vivian's ass is a diary feature available sorry accessible remotely so tax time is fully on the cloud so you're able to access this from anywhere at any time obviously we have the mobile application for your clients too but if you want to work remotely on tax plan that's not going to be an issue as long as you have your desktop available and internet connection so with the app is that just for the customers exactly brilliant okay so Ryan's just asked about integrated with xero which I think you've just answered but QuickBooks at the moment that xero is on the roadmap that's uh exactly yeah excellent thank you um and obviously Kieran has asked about is it the software adapter to the UK practices which is what I've quite I think I just asked and you you've covered off um there's an interesting one uh from Sue um and I'm not quite sure how you can answer it but it's will it will this solve my anxiety about missing deadlines obviously that's one of the expectations from a practice management platform I will say that in this demonstration I've only had 45 minutes to really focus on what in my opinion are the most important dashboards and Pages for you there are so many different dashboards where you can access and apply filters for different Services jobs different dashboards where you can view different team members assign tasks so I think it's a great way to manage your ongoing services and tasks I it would encourage you to just start a 14-day free tutorial which we can offer and then in that 14 day free trial you're able to really experiment with the platform generate some tasks yourself look at the different dashboards that we have available and really become more comfortable in managing those tasks but absolutely you'll be able to manage your deadlines your tasks your services and with your automation you're going to save a lot of time in doing that as well excellent and with that in mind I think Michelle has got the link to so up so what what do you want people to do after this demonstration what's the best thing they can do well if you have some spare time I really encourage you to start a 14 day free trial which we have as I mentioned at the beginning the support is free and unlimited attack stone for both trial users and subscribers so when you start that 14 day free trial you'll be able to book an onboarding with myself where we can walk you through the platform answer to any questions about features you might be having difficulties with for example we also have a link for for signing up for a trial if you sign up with this link you get an additional two months added to your subscription so I believe you have should have that uh link on the demonstration so you can copy it and then save it in your browser for later but again I just really want to get across that the free and unlimited support is always there available brilliant and um Carla I'm assuming you know just to Kylie's very interested in having a conversation I would imagine because she's very interested in this and she's asked if you can re-explain the difference between messages and emails do messages go to the client via the app really good question so again we have multiple ways of communicating with your clients again to give you the option to choose which suits you best an email essentially gives you the option to include your logo any images uh html text so you can create a professional Communication channel with your clients however with the chat and messenger feature that's going to be sent directly to their client portal whereas obviously the email will be sent to their provider if it's Gmail outlook for example but with the messenger you're going to have those client tasks which will then appear on the inbox plus so a great way to really have an overview and to kind of Point your clients in the right direction and then follow up with them by looking at those notifications come through brilliant and um She also asked other fees but uh you on a per user basis so the price of tax time is 40 pounds per user per month and there's no hidden fees with that so you get the fully automated customizable workflow platform unlimited clients unlimited document storage too and I think so the other question I have here at the moment outstanding is um prior to this Jim had asked about the Process Management which I think you've pretty much covered off um in in the demonstration absolutely wanted to add sorry and now I think this almost ties back in with the task and deadline management question there are so many different dashboards to have an overview of your different processes we looked at the CRM dashboard with the workflow page where you can see all of the services that they're currently in and at what stage they are at we looked at the kind of feature where you have an overview of your services and tasks again very interactive so you can make the necessary changes by just clicking on the relevant Fields you have your workflow tabs at the top with your pipelines jobs and tasks again I would encourage you just to start your free trial have a look and explore the platform to see how it can really meet your needs just and I may have missed it or you may have already covered it so apologies if you haven't and is there an overview that a manager or the practice owner can see individuals as well as customers so where a particular individual is to sort of you know ensure they're helping their team as best they can get through the work really good point so a couple of times in the demonstration I used a filter button at the top to really isolate important bits of information when you're looking at the kanban board all the different dashboards for your task or service management you could then filter for your different team members you could filter for different accounts you could filter for services that are currently coming up to a due date so you really have no limits when identifying your information that you need to see brilliant thank you very much um and so that is all the questions we have so if unless anybody's got anything else um we'll uh just make sure there's enough time but um I just want to say thank you very much for for giving us the uh the demo um really um really been interesting to see some different processes being able to be put into the practice management software um so thank you for for coming along and um yes if anybody else is interested Michelle has put the link in the in the chat box so um leads me to say thank you very much and um we look forward to speaking to you soon thank you for your time cheers thank you thank you for watching our webinar with Samuel George from tax Dome it was great to hear from Samuel about how the techstone software is moving from the US into the UK Market to help UK accounts and bookkeepers keep the tabs on where all their documentation is where their customers are and also where their team members are at with their jobs if you'd like any further information please click on the link that's in the description below or alternative if you've got any further questions please post them in the comments and also like And subscribe to our channel for more software webinars and also interviews with leaders within 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