Cut practice overheads dramatically and gain complete control of accountancy practice management with OMS.
Focusing on the features that you need – rather than burdening you with features that you may never need – OMS concentrates on streamlining core functionality and features that help your practice.
Client Management
- Securely arrange clients and staff into one or many groups, divisions and/or organisations.
- See at glance, status and important information for all businesses' and individuals' returns; VAT, accounts, self assessment, annual returns.
- Powerful cross reference search on key words to quickly locate actions, contacts or client information.
- Create your own banks of fully customisable questions, which can be applied to any client.
- Automatically generate 64-8, CT41G and CWF1 forms.
Staff Management
- Delegate and schedule assignments to individual practice staff or to groups and departments.
- Utilize staff privilege features to ensure OMS information access is appropriate to users.
- Personalized features enable staff to organize client information and workflow in flexible yet uniform structures.
Communication
- Comprehensively track and monitor all internal and client related correspondence.
- Store all client contacts in a single secure central database.
- Use privileges to allow staff fast search and access to contact details.
Actions, Tasks, Emails & Appointments
- Ensure that all workflow is monitored, audited and tracked.
- View completed and outstanding tasks at any time.
- Synchronise actions, emails, appointments and tasks with Outlook.
- Easily reallocate workflow between individuals and departments to maintain optimum efficiency.
Timesheets & Invoices
- Enable staff to enter billable and un-billable activities.
- Flexible allocation of time records to generate invoices.
- Automatically generate work-in-progress or fixed-fee invoices.
- Create customisable invoice layouts for each of your departments and organisations.
Reports & Analysis
- Comprehensive reporting and analysis tools for practice management and client use.
- Choose standard user-definable reports to view practice management information across one or many clients and/or staff.
- Design your own business questionnaire templates for different client types to meet firm and regulatory requirements.
- Categorise documents for easy storage and retrieval.
- Track all documents and reports.