Using the CPAnywhere mobile app, you can instantly access to your company’s client file and get the up-to-date information about that particular client that you are going to meet in a minute. Information such as:
- Outstanding invoices.
- Payment information.
- Disbursement receivable amount.
- Time sheet entry of your staff’s involvement and comment.
- Listing of past, present and future events with that client.
- Accounts receivable and due date.
- All related companies job assignments.
By going through the most recent event of that client, you have the respect from your client because you care.