Providing client services is a timely and ongoing matter for any accounting or financial services professional. Co-ordinating tax deadlines and information collation is made easy with the use of PLANDISC Circular Calendar Planning Tool. Isolated from incompetent and overworked staff as well as general software glitches, so often at fault for missing the client due dates, the circular calendar offers a visual and interactive tool incorporating all financial and relevant client information.
What is a Circular Calendar?
A planning tool, it is designed on the sun’s possible rays across earth. The circular calendar has been simplified to a yearly online version allowing individuals and businesses a perceptive and clear overview of tasks at hand. Easily segmented into quarters, months, or days this adaptable and flexible circular calendar incorporates staff and budgets into tasks for effective and productive management.
Why Choose PLANDISC?
PLANDISC is a leader in the field of comprehensive cohesion of business planning tools, and provides an edge together with their online and incorporated use of circular calendars. Designed for use within any industry PLANDISC focuses on the benefits gained through the use of simple planning cycle. Specifically centralized around the circular calendar this effective application ensures all clients are attended to in timely manner.
Constantly keeping up to date and adding new functions PLANDISC readily takes on feedback to improve their product ensuring you always receive only the most user friendly and efficient performance through planning cycle and its different options. With continual improvements and feedback, PLANDISC offers a unique ability to easily conform to better and improved solutions for you or your business
How Will a Circular Calendar Help Your Clients?
Whether you are an individual servicing clients or a small to large sized accounting firm, maximising client services is easy with the use of the PLANDISC circular calendar. This planning cycle easily allows file attachments and client information access. Due dates as well as preparation and lodgement periods are set and easily plotted, ensuring sufficient processing time and easy late or overdue identification. Your personalized circular calendar will easily diarize your daily events eliminating the need for administration assistance and extensive listings as information is easily input, viewed and set to timely reminders.
Encompassing the yearly and or timely requirements of each individual company need, the circular calendar has all your timely work frames and deadlines managed with perfect precision. This encompassing planning tool incorporates, but is not limited to, client information, billing periods, budgets, tax requirements and company demands. This all-encompassing visual calendar easily transports data to your chosen viewing method for daily use, removing the stress from your day and restyling your organization..