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BalaBoss

BalaBoss - Software as a Service

ACCOUNTANT’S SOLUTION

Check out the features and benefits as they apply to your Practice and the Management of your Practice.

Practice – features that help you service client
Feature Benefit

Document Control

 Documents can be stored, with or without version tracking, to a general folder or by specific project. All documents are securely stored and regularly backed up.

Text in all documents in all matters is fully searchable by key word

Form/Letter Creation

 Set the criteria for the system to automatically produce forms pre-populated with client information and send those forms out notifications by email automatically.

Online secure file sharing, with version tracking for documents

 Never send confidential files by email again – no matter how many professionals or clients are involved in the case. Documents can be retained in a "deal room" for projects (e.g. buy-sell transactions) involving multiple firms or just to display documents for clients to review. If you need signatures on documents, clients can download them, print, sign and upload – all with email alerts to let you know what is going on and all within a secure encrypted channel.

Project Management
  • Pre-define types and sources of information customized by you for a type of matter including built-in calendar dates for targets, deadlines or events (emails, phone calls, meetings).
  • Create a new "matter" for a client from your standard matter types.
  • Assign a "team" or group of professionals to each matter.
  • Attach (upload) relevant documents directly to the matter.
  • Authorize other users anywhere to see portions of the information, with the objective of converting the project into a collaborative workplace or online "transaction room" .
  • Use the "audit mode" to monitor activity in this secure "electronic deal room" – for M&As, bankruptcies or regular buy-sell transactions.
  • Capture and archive meeting agenda and notes.
  • Create "PDF" or draft versions "on the fly" while working in the matter.
  • Have those drafts sent to related parties with action stored as activity in that project.

Custom Fields

 Define the type of information important to your practice and capture it by effortlessly adding "custom fields". You can customize the system to match your practice style without any programming.

Email Information Requests

 Expand your client support by letting clients or their staff raise issues that can be tracked, but possibly billed at a lower rate, since you can schedule these requests based on capacity. This will enable you to provide expanded support profitably, but at a reduced cost to your clients.

Knowledge Base Management

 Use online folders to control who can upload, download or edit content.

Mobile Access

 Synchronize to your Blackberry
Request access to a demo version
Management – managing the business of your firm
Management features should enable you to maximize the flow of new clients, efficiently provide work to existing clients and maximize the ability of collecting payments for those services.
Feature Benefit

Dashboards

 Define reports of whatever your key performance indicators (KPI) are – from WIP booked, amounts invoiced to cash received. Have that information graphically displayed as your home page.

Firm-Wide Intranet
  • Firm resources are accessible, regardless of the geographic location of your people.
  • Use this feature to make common procedures and processes visible to internal staff.
  • Make templates of standard procedures available to maximize efficiency and minimize errors.

Sales Tracking Module
  • Define sales "campaigns" (seminars, social events and website) and measure results.
  • Click a button to convert a “lead” into a client – no need to re-enter

Maximize Cash Flow

 You can define workflows to maximize cash collections:
  • Automate a collection policy, producing emails or letters to confirm collection policy.
  • Automate the sending of electronic copies of invoices and statements.
  • Timing of invoice/statement can be linked to type of matter/project so that special engagements are always billed immediately, even if routine assignments are billed periodically.

Contact Relationship Management

 Accountants and lawyers get most of their referrals by word- of-mouth, personal introductions and referrals. Our extensive CRM includes such features as email blasts (in html or plain text)event registration. Categorize your contacts to ensure that appropriate information gets to the right people.

Referral In System

 Flag contacts as potential referral sources. Then track the number of referrals they send, how many you close and the dollar value of those referrals in any period. You’ll have quantifiable information to determine where your new business comes from.

Referral Out System

 Flag anyone as a potential recipient of a referral – client, accountant, valuator, lawyer – . Then, when you give a referral, the system will provide you with a ranked list of potential recipients. That ranking can compare your targeted referrals from each source with actual referrals to date. You can add real value to your network of clients or professionals by effortlessly connecting them with potential business.

Calendars & Scheduling

 Partners and staff can synchronize their SaaS calendars with Outlook, while you determine who sees whose SaaS calendar. –

Time Capture

 Capture every minute. Input and track your time by turning on the timer when drafting or emailing. Capture time, no matter where you are working

Expense Tracking

 Track your expenses, allocate expenses to clients or track non-recoverable expenses to G/L accounts.

Billing
  • With or without detail, prepare bills with a standard paragraph after selecting clients.
  • Bill by dollar amount of work-in-progress (WIP), age of WIP, alpha sort or project. Invoice by period or conclusion of engagement.
  • Format the invoice to your standards.
  • Identify which clients will accept electronic invoices. and selectively reduce time and waste of paper invoices.

Reports and Cash Flow Management

 These can be customized to your personal key performance indicators with "filters" so that you can select specific items when they are completed.

Staffing

 A customized module tracks job applicants, reads resumes submitted and categorizes them based on your priorities.

Wiki

 You can effectively communicate your expertise in certain areas while also demonstrating that you can use technology proficiently.

Online Surveys

 Use our online survey tool to collect information as feedback on client service or other initiatives or to collect new information on a specific practice area. You can then display that information on your website to enhance your profile among current or potential clients.
Request access to a demo version

Data Import – we can import virtually any data from any system, from a database or Excel format.

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