Tax advisors's office management


<p>Office management - master data</p>
<p>Performance records and accounting</p>
<p>Human resources planning for tax advisors</p>
<p>BMD.COM</p>

Office management - master data

Performance records and accounting

Human resources planning for tax advisors

BMD.COM

Office management - master data

Master data management: management of all master data of clients, shareholders and other contact persons with any number of addresses, telephone numbers and e-mail addresses. Records of contact persons.

Records of employees, broken down according to the clients or fields of responsibility with a variable definition of the field - responsible for reports, keeps the books, …).
Management of institution-related matters (revenue authorities, municipalities, health insurance companies, …)
Editor of reports with numerous filtering, sorting and comparing options, including print and export of all outputs.
User-definable print of addresses and labels.
Management of customer groups and addressee lists for common evaluation and mass correspondence.
Updates of master data for financial accounting and for internal invoicing of performances.
Numerous options for setting access rights, for changes of the system settings, for preview, or access to sensitive data, for numerous data processing (archive, companies, data categories), or setting authorizations for groups of users in the administration of time limits.
For the incoming mail, you can set time limits (e.g. time limits for handing in). Showing the time limits: by employees, by types of the time limit (what time limit is concerned in the particular case), by competence (assignment of an employee or customer), option to extend the time limits.
Mail administration: Incoming and outgoing mail with automatic creation of the time limit for the incoming mail (if required).
In the mail records, enter all the required data, such as the client, date, cash expenses, subject, etc. Cash expenses can be transferred into the internal records of performances and marked as client's costs.
Full integration with BMDDocs, electronic archive or your scanning office. Automatic creation of time limits (e.g. for a tax decision, appeal).
Automatic handover of tasks and electronic documents to the respective employees. The tool of mass distribution of information makes it possible for you to process the same mail (mass correspondence) in just a few steps.
Management of your notes in various folders: private notes, public notes, deleted notes.  

Performance records and accounting

Records of all data that are relevant for invoicing: manual entry of daily timesheets, or takeover of accounting rows (financial accounting) and fees from the mail records and from the digital telephone exchange.

Individual pricing with the use of invoicing rates and item prices applied for a particular client, activity or worker.
Automatic creation of proposed remuneration based on various selection criteria. A range of useful functions (recharging, clearing from the accounts, flat rates, closing/opening, text proofreading, etc.) allow flexible remuneration processing (invoicing basis).
Option to modify remuneration invoices and take them over into own financial accounting; payment and direct debit options.
Internal analyses and statistics of performance records and invoicing: margin I and margin II, invoice statistics, turnover report, not yet invoiced performances, hourly statistics, etc.  

Human resources planning for tax advisors

Information about available employees; comparison of the available/planned/real capacity.

Annual, monthly and/or weekly planning of the balance / other projects.
Planning and recording of roles and competences.
Records for the workers and for the management.
Manual or automatic setting of planning objects.
Setting the dates, priorities and/or availability of a worker (with the control of capacities).
Calculation of profit and costs.
Comparison of the planned and actual values of duration, intermediate times, costs, revenues, etc. per worker / per level of planned objects.
You can save performance records through EVZ / time records.  

BMD.COM 

An internet communication platform for viewing documents, dates, etc.

The information available in BMD.COM can be obtained within several seconds after you log in through the user ID and password. The data you can see cannot be changed. You can run various BMD reports used between the tax advisor and client - from open items to the comparison of planned and actual values.  

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