GreatSoft CRM

GreatSoft CRM

Designed specifically for accountancy firms, this CRM solution offers cloud-based software that ensures top-tier security, speed, and functionality. With a dedicated team experienced in the accounting sector, it delivers tailored features for tax, document management, and secretarial needs, facilitating seamless transitions and ongoing support for future growth.

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Top GreatSoft CRM Features

  • Cloud-based security and functionality
  • Custom solutions for accountancy firms
  • Seamless onboarding and integration
  • Tax software compliance with SARS
  • Online document management system
  • Mobile application for remote access
  • Performance analytics and insights
  • Built-in payroll processing capabilities
  • Work-in-progress (WIP) management tool
  • Long-term professional partnerships focus
  • Dedicated customer service support
  • Tailored document management features
  • Expert industry knowledge integration
  • Automation of tax calculations
  • Fast page speed optimizations
  • Continuous software improvement initiatives
  • Hands-on technical support
  • User-friendly interface design
  • Multi-device accessibility
  • Industry-specific CRM expertise
  • Proven transition techniques.