Plan, organise, lead and control your accounting or auditing projects using GreatSoft Planner
GreatSoft Planner is a cloud-based tool that empower project planners and audit managers to easily plan out projects, assign jobs or projects to staff, assess staff availability on the fly and monitor actual time against budgeted time. Planner is a highly efficient tool fully integrated into our GreatSoft Practice Management and CRM tool. It uses a firm’s current client data, unique setup of service-lines, tasks and activities and automate time capturing from planned projects. This forward-looking planning tool puts firms in a unique position in that, actual time could equal budgeted time spend. The notifications accompanying this tool provide early warning of potential overspending.