Practice Management
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.
With Digita Contact Manager you can stay in touch easily with your clients or prospects 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.
Key Features
Staff Management:
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.
Risk:
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.
Outlook Integration:
Import your existing contacts into Digita Contact Manager from Microsoft Outlook.
Digita Document Creator:
Digita Contact Manager fully supports letter writing and mail merging by using the optional add on, Digita Document Creator. By using Microsoft Word or Excel templates we give the user the ability to integrate data from Digita Contact Manager into easy to edit templates.
Marketing:
Digita Contact Manager has made marketing your ancillary services to your existing client base or to your prospects 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.
