Digita Practice Management lies at the heart of our integrated suite providing central client information; however it can also give you the tools needed for Client Relationship Management which will enable you to manage your practice more efficiently.
Benefits to your business
Create forms directly from the client card using the available clients’ details before posting to the necessary government department.
Digita Document Creator fully supports letter writing and mail merging. By using Microsoft Word templates we give the user the ability to integrate data from Digita Practice Managements central client manager into easy editable templates.
CRM – Client Relationship Management
Digita Document Creator has made marketing your ancillary services to your existing client base really easy. 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.
Digita Forms Creator enables you to create forms and save them in a client's default folder. These forms are then automatically viewed and edited via Digita Practice Management Forms Editor.
Digita Document Creator fully supports letter writing and mail merging. By using Microsoft Word and Excel templates you have the ability to integrate data from Digita Practice Management’s central client manager into easy editable templates.
The Digita Tracker tool enables you to track key activities in your practice such as producing your clients' tax returns. The tool uses customisable templates to enable you to setup standard tasks for your practice helping to ensure work progresses smoothly.
User Defined Fields
The User Defined Fields tool enables you to create your own information fields for contacts/clients and use them for filtering and mail merging clients and contacts.
For more information visit our Practice Management Software