Systems to produce high quality work more consistently, with less effort
Best Practice is an electronic library of procedures, standard letters, checklists and practice management documents designed to put the information you and your staff need at your fingertips. It consists of a comprehensive range of Word and HTML documents and Excel spreadsheets that have been proven successful in improving the performance of hundreds of practices all over Australia.
Whether you need a simple letter of engagement or a procedure for inducting new employees into your firm, you are never more than a few mouse clicks away with Best Practice. It contains a wealth of procedures and supporting material that allow your staff to do more billable work in less time - and with less guesswork.
With a central repository of standard practice procedures and related documents, all members of your team have access to the information they need to do their jobs. And because Best Practice is so closely integrated with Practice Manager, it requires almost no additional staff training.
"MENTOR" MANAGEMENT SUPPORT NETWORK
Best Practice is complemented by the Mentor management support network at no extra charge. Mentor provides additional and updated electronic content regularly, including checklists, templates of client newsletters and standard reminder letters.
PROVEN CONTENT
The content of Best Practice has been sourced from the system developed by Chan & Naylor - a highly successful Sydney accounting practice. Having developed an electronic library of procedures and practice documents for internal use, Chan & Naylor has pioneered the development and application of practice optimisation systems in Australia - and achieved impressive business outcomes along the way.
Chan & Naylor's content is used in over 500 practices around Australia and New Zealand. It has the distinction of being written by accountants, for accountants, which means that anyone in your practice can start benefiting from it immediately. What's more, Chan & Naylor has achieved ISO 9002 quality management accreditation using this system - an immediate advantage for any practice also seeking certification.
KEY FEATURES
- Generate personalised correspondence using standard templates with just a few mouse clicks: tag the client in Contact Manager, and select the document you require in Document Manager - mail merge codes are already inserted, ready to print.
- Completely integrated with HandiSoft Practice Manager, with its own Document Manager electronic filing cabinet.
- You can easily integrate your own documents and procedures to replace any of those supplied.
- The comprehensive framework includes checklists, procedures and standards.
- Designed for maximum flexibility to suit the needs of any practice.
- Encourages all staff to provide standardised high quality services.
- Checklists and procedures can be linked to specific tasks in Jobflow Manager.
- A current Practice Manager license is required for every Best Practice license purchased.
- You can also subscribe to the Mentor network without purchasing Best Practice.
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