Digita Contact Manager lies at the heart of Digita software integration providing a single list of contacts that are the core data for the tax and accounting applications.
As client details are shared, changes to client details in Digita Contact Manager or any other Digita application can flow automatically into any other Digita application, or any third party application that follows the ICAEW xAPL open data standard. But, unlike other integrated databases, with Digita this flow has intelligence; you decide whether or not you wish to accept changes.
Digita Contact Manager offers a simple and intuitive interface giving everyone in the practice a clear view of a definitive list of clients and contacts and all their associated information. It is designed to help practices collate client and contact information into one place and then make that information available to the tax and accounting applications.
With this central list you can identify clients by industry, type, interests or personal circumstances. You can easily create lists of clients who are farmers or golfers, or both. It is completely customisable so that you can create categories and query them whenever you want.
With Digita Contact Manager you can stay in touch easily with your clients by email or letter and as it intelligently links businesses and people, and staff with their clients, you can make the most of your practice data whilst removing the need for re-keying common information across your Digita software.
Digita Time and Fees
Digita Time and Fees offers close integration with the Digita suite, ensuring that all details are correct so that you can concentrate on getting the bills out and paid on time.
Designed for fixed fee billing, menu billing or time sheet billing, Digita Time and Fees offers flexibility and power for the modern practice. Time can be recorded directly to the client or broken down into client jobs and it can be measured against budget for greater efficiency.
Digita Time and Fees offers a comprehensive and versatile reporting system including a full range of time and fees based reports, with the usual WIP based, employee based and client based reports. Reports are fully customisable and we provide full access to the underlying tables should you wish to create your own.
Digita Time and Fees is due for release soon.
Key Features
- Digita Contact Manager PlusMore Digita Contact Manager Plus brings together the tools you need...
Whilst Contact Manager lies at the heart of all our integrated applications, Digita Contact Manager Plus gives you the tools needed to manage your practice. Included in Digita Contact Manager Plus are Digita Document Creator, Digita Forms Creator, Tracker, User Defined Fields and updated client staff management.
- Digita Document CreatorMore Digita Document Creator creates Microsoft Word and Excel letters.
Digita Document Creator creates Microsoft Word and Excel letters, reports and emails, based on data from within the Digita suite. Using a simple intuitive wizard, data is pulled into Microsoft Office templates using simple mail merge technology.
- Digita Forms CreatorMore Create forms directly from the client card...
Create forms directly from the client card using the available clients details and then fill in the rest before posting it to the necessary government department.
- TrackerMore This year will see the emergence of the new Digita Practice Management Tracker.
This year will see the emergence of the new Digita Practice Management Tracker; an all new generic tracking system allowing your practice to create and manage lists of tasks for clients. These list can be driven either by the user or the system.
- User Defined FieldsMore Capture and collate all required information on your clients...
Capture and collate all required information on your clients using our User Defined Fields. You can create any field you like and use it for filtering and mail merging clients and contacts.
- Staff ManagementMore There is a single Microsoft Windows log on with integrated Windows security.
There is a single Microsoft Windows log on with integrated Windows security. Staff members are created in Digita Contact Manager and matched to Windows users. Log on to Windows and no further user names or passwords are required. Full staff details are managed, including contact details, roles, tasks and rates.
- RiskMore With the advent of new regulations regarding money laundering and fraud...
With the advent of new regulations regarding money laundering and fraud, no practice can afford not to follow best practice. Digita Contact Manager offers a simple method of managing risk and identity verification, allowing the practice to record an audit trail of steps taken on a client by client basis.
- MarketingMore Digita Contact Manager has made marketing your ancillary services...
Digita Contact Manager has made marketing your ancillary services to your existing client base a breeze. Simply create your own criteria and add contacts to it. Manage and generate lists of Christmas card recipients, your IFA service clients or your insurance service clients. You could, for instance, easily send a letter or an email to all those clients who weren't taking advantage of those services.
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