Through the implementation of CrediTrak's™ Project Expense Surveys, you can build your client's individual expense surveys as each project is initiated. From there, active employees are assigned to each of these surveys, and automated reminders are sent via-email on a predetermined interval that will prompt them to record their individual time spent, and expenses incurred with-respect to each project. So there is no need for resource intensive data gathering and investigation at the end of the year.
All of these expenses are all kept on a per-year basis, allowing you to easily track changes for your clients over time. As a study is performed, CrediTrak™ automatically checks for any information or data that is required per the IRS guidelines. CPA firms can quickly run a report of any outstanding issues or information, and address them accordingly.
All information is easily rolled-over to any recurring year studies that you perform, thus saving your firm and your client time and hassle. With CrediTrak™, you will never again find yourself asking a staff person, "What did we do with that file?"
For more information on specific CrediTrak™ features, click on the tabs below.
"There is no need for resource intensive data gathering and investigation at the end of the year. All information is easily rolled-over to any recurring year studies that you perform, thus saving your firm and your client time and hassle."
