iChaser for IRIS Practice Management – AUTOMATICALLY MANAGES 1,000’s of CLIENT REMINDERS… SO YOU DON’T HAVE TO!

iCHASER from FibreCRM is set to revolutionise practice management for hundreds of firms by helping accountants to save time through automated information and document chasing.

Integrated within IRIS Practice Management, iChaser has been designed from the ground up with the needs of the accounting profession in mind.

It eliminates one of the biggest frustrations in completing client work by removing the need to manually chase clients for information, while simultaneously keeping track of job statuses.

Whether this is requesting a client’s books so their personal tax return can be completed or reminding them that their VAT is due to be paid.

These processes take a huge amount of time, effort, and internal resources to continuously identify and track who to chase.

iChaser takes away all the pain and frustration by automatically sending a series of emails or SMS text notifications to each client when a Job Stage in IRIS has reached or surpassed its due date.

It then continuously monitors the status and activity of Jobs within IRIS Practice Management, so you don’t have to.

Examples where iChaser tracks Job status within IRIS:

• Personal Tax Chasers
• Accounts Production Chasers
• Bookkeeping Chasers
• VAT Reminders
• P11D Reminders
• PAYE Reminders
• Internal (AGENT) Reminders

iChaser’s predefined workflows trigger upon certain conditional changes within IRIS Job Stages and it knows who, when and how to send client messages, including bespoke calls to action or more serious and urgent requests.

Simon Leek, CEO of FibreCRM, said: “Many are bogged down by the amount of chasing they are required to do, which means they don’t have the time to provide all of the compliance and advisory-led services that their clients value.

“This wasted time can be solved quite easily through the automation iChaser provides, which works within the existing IRIS framework to deliver instant efficiency and cost savings, while ultimately freeing up firms to manage larger client portfolios.”

Priced at only £250 per month, iChaser’s ROI is near instant. It typically saves a firm’s personnel, with just 250 clients, around two full days of work each month.

If you would like to adopt a more effective and systemized process for managing 1,000s of mundane manual processes, then contact FibreCRM by visiting www.ichaser.co.uk or by booking a discovery call with one of our expert consultants.