This is for a discussion on client managers (as opposed to the TaxCycle Client Manager, which manages data files.)
I am wondering what people use and benefits / drawbacks of what they use. Also, what do people think are the important functions provided by a client manager. This is to be a discussion without an answer.
In my view, a client manager should provide the following functions:
- Track client contacts, correspondence
- Track work in progress, next actions
- Link to working files, etc…
- Link to time sheets
- Provide templates for work flow actions towards a goal
- Manage work in progress
During peak tax season, I find that I am addressing about 175 client files (client file means a billable client household, so anywhere from 1 to 6 persons.) Generally, I can’t handle this through electronic means and I resort to paper lists.
I presently use Asana to handle my client files and next actions. I can link emails into Asana and it is hot linked into my time tracker, so I can run comparison time reports over multiple years. (Right now at four years of data within my time system.) Draw back for me is that the history isn’t that easy to call up and the next action activity is too granular. (Which may be my implementation.)
But I am wondering about “upgrading”.
Someone has mentioned KarbonHQ https://karbonhq.com/ but this does not hot link to my time tracker and I am personally concerned about the thought of 100 client files across my “digital desk”.
I have also looked at SalesForce https://www.salesforce.com which is hot linked to my time tracker. The benefit is that I will be able to follow the “next action” item a little better. But the price is heavy and the ability to extract the data after may be a problem.