Question 1

What is accounting practice management software?

Accepted Answer

Accounting practice management software coordinates client work, staff responsibilities, deadlines, document collection and communication across an accounting firm.

Question 2

Does ClientChase replace accounting or tax software?

Accepted Answer

No. ClientChase manages the operational work around accounting while ledger, payroll, tax calculation and filing systems continue their specialist functions.

Question 3

Can ClientChase automatically remind clients?

Accepted Answer

Yes. Firms can configure reminders for document requests and recurring schedules, and reminders stop when the request is completed or cancelled.

Question 4

Who is ClientChase designed for?

Accepted Answer

ClientChase is designed for accounting firms, bookkeepers, tax practitioners, payroll teams and practice managers handling recurring client work.

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