Hi Carol, thanks for posting. The software can be used directly by employers but we're really aiming it at the bookkeeper to use themselves and integrate within your client bank for the benefit of your own clients. We intend to provide a certain amount of training, marketing support, FAQ's, user guides etc to make the journey a little more comfortable.
Don't panic, there's just one log in and you'll be able to view all your clients. The project planner is a great feature and allows you to manage all your clients AE requirements in one place.
Plenty of other features that we can explain in good time. Looking to give you access to a 'straight through' pension scheme as well for your clients. We've been listening quietly to the micro market for some time now, so we think we've covered most bases.
We intend distributing full details after the Summit and we're also hoping to see members as we visit some of the regional meetings.
Hope this helps.
|