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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Access real-time, intelligent insights and analytics about your clients and practice from any device, utilizing Canada’s premier cloud-based solutions for auditing and accounting. Enhance client collaboration through our comprehensive client portal, offering seamless file sharing, personalized dashboards, and status reports all securely housed in one location. Achieve a complete document management system with centralized data storage, integrated archiving, retention, and backup features to keep files organized for all staff and teams. Effortlessly manage your time and billing processes from any internet-enabled device, as the cloud service automatically creates draft timesheets based on your calendar and time spent on client engagement files. Working in the cloud allows team members to collaborate on the same client file concurrently, streamlining the review and approval process from any location on a unified platform. This innovative approach not only enhances productivity but also ensures that all team members remain connected and informed, ultimately leading to improved service delivery for clients.

Description

The core components of the system include configuration of the backbone, security measures, ongoing maintenance, a customizable database for staff, efficient scheduling, international staffing capabilities, SMS and text messaging, monitoring of violations, electronic approval of timesheets, scheduling simulations, and comprehensive reporting features. ProAct-Lite serves as the online variant of ProAct and incorporates a staff database, scheduling functions, violation monitoring, SMS/text messaging services, staffing management, electronic timesheet approvals, and fundamental reporting features. This system provides various tools for communicating with and involving employees and volunteers through their mobile devices. Users can select from a range of options for their staff, such as requesting schedules, swapping shifts, tracking availability, managing staffing shortages, recording overtime, handling call-backs, and verifying timesheets, thus streamlining the overall workforce management process. By ensuring effective communication and flexibility, the platform enhances operational efficiency and employee engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AdminPulse
Azure NetApp Files
NetApp Cloud Insights
Octopus Accountancy
Penneo
ProfitCents

Integrations

AdminPulse
Azure NetApp Files
NetApp Cloud Insights
Octopus Accountancy
Penneo
ProfitCents

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CaseWare

Founded

1988

Country

Canada

Website

www.caseware.com/products/cloud

Vendor Details

Company Name

PolyOptimum

Website

www.polyoptimum.com

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Product Features

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

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