Automated Email Reminders

At the heart of FeeSynergy Collect is a powerful workflow engine. Once configured to the firm’s own business rules, this engine sends automated bulk email reminders to clients with overdue invoices. This frees up valuable resources to concentrate on the important calls to clients who are struggling to pay. With more time to talk to clients, it’s easy to create tasks, record notes, create direct debit or fee finance arrangements whilst on the call.

Online Payment Arrangements

FeeSynergy provides a range of online payment solutions which are designed to suit the needs of accounting firms and their clients. Online card payments, direct debits, monthly instalments and fee funding all at the click of a button.

Partner & Manager Dashboard

FeeSynergy Collect delivers a tailored feature rich dashboard which provide real time insights and analytics into the firms’ clients.  The Partner Dashboard provides fast click through transparency to the complete debtor ledger and a granular view at partner level.

Integrated Direct Debits

FeeSynergy Collect incorporates a fully integrated Direct Debit module. It enables users to easily set up and manage Direct Debit arrangements via bank account or credit/debit cards in a flexible and secure environment.

Engagement Letters & Proposals

FeeSynergy enables accounting firms to systemise the end-to-end Engagement Letter and Proposal process.  Collect’s dashboard provides complete transparency over which clients have received, signed and returned their engagement letters. FeeSynergy has no limits on the numbers of engagement letters that can by generated from the system – thereby encouraging firms to issue letters to all clients in accordance with APES and TPB industry requirements.  

Client Self-Serve Invoicing & Statements

In this day and age, it is extremely important that firms provide client self-service where it makes sense. This is particularly the case when it comes to providing clients access to their invoices and statements and when they are paying your bills. Our seamless integration with CCH iFirm ensures all invoice and statement details are correct every time.

Insights

FeeSynergy Insights provides accounting firms with a unique view into the payment behaviour and credit worthiness of the firm’s clients. This exciting module integrates exclusively with Equifax credit scoring technology providing Collect users with a deeper understanding of the client’s business and the overall quality of the firm’s client portfolio. A fantastic risk management and business advisory tool!