Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Wednesday, November 4, 2020 10:00 PM to Thursday, November 5, 2020 6:00 AM · 8 hr. (Africa/Abidjan)
Tech Talks
Presentation

Information

Want to see how Practice Ignition can help you to automate your engagement letters, eliminate debtors, and improve your clients' experience?In this tech talk you will discover:
  • How to create and send a proposal in 5 minutes that gets signed electronically
  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver
  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages
  • The huge automation possibilities available through Xero, QuickBooks Online, Xero Practice Manager, Karbon & Zapier
Practice Ignition Pty LimitedPractice Ignition is the world’s leading client engagement platform. You can build professional looking proposals in minutes to send to your clients. Upon approval, those proposals can be converted into engagement letters ready to sign on any device. Plus you can collect your client’s payment details from the get-go, making it easy to collect payment for your services. On completion of a tax return for example.   No surprises With Practice Ignition there are no surprises for you or your client. Instead, the scope of services is clearly outlined using a standardised library of services templates - which you can of course add to.    Billing flexibility built in Practice Ignition allows you to be flexible with your billing and payment terms. You might want to take a deposit for one-time services and bill the remaining amount when the work is complete. You can add another service and charge for it monthly, or you can bill by the hour; all from the same proposal. Directly connect to your accounting software Practice Ignition integrates with Xero and QuickBooks Online to automatically create and reconcile your paid invoices, saving you even more time on your back office processes. Start a free 14-day trial today!

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