Effective Projects
Manage your staff & Projects in one workspace. Eliminates the need for cumbersome spreadsheets. Project Creation is intuitive, simple and easy to setup and just takes a few minutes.
If your firm relies on disconnected spreadsheets or tools, GreatSoft Planner simplifies everything — tracking productivity, attendance, and billable hours in one place.
Fully functional 14-day trial. No credit card required.
Highly successful teams get work done by using GreatSoft Planner
GreatSoft Planner
Take your accountancy firm into the future with GreatSoft Planner — a cloud-based planning tool fully integrated with GreatSoft Practice Management and CRM.
Key features:
Project planning — assign work and manage staff availability with ease
Smart time tracking — automates time capture using real client and project data
Budget control — built-in notifications warn you before overspending occurs
Put your timesheet data to work with smarter reporting and invoicing — track productivity, attendance, and billable hours with a simple time tracker and timesheet.
Key features:
Track hours using a timer and log time in a timesheet
Categorise time by project and mark hours as billable
Visual time breakdown with customisable reports
Share reports and export as PDF, CSV, or Excel
A customisable dashboard puts a wealth of information at your fingertips — plan, track, and communicate all project activities from one workspace, with setup in minutes.
"The product is growing at a phenomenal pace, and promises much for the future of planning and engagement management for accounting firms." — Bridgitte Kriel, Chartered Accountant (S.A.)
Manage your staff & Projects in one workspace. Eliminates the need for cumbersome spreadsheets. Project Creation is intuitive, simple and easy to setup and just takes a few minutes.
Seamlessly integrating GreatSoft Planner with the GreatSoft CRM increases the teams productivity. Synchronise, inter-alia, timesheet; contact; client and billing data.
Notifications will ensure you never miss a deadline and stay within budget.
Security permissions are assigned to user roles used to control access and privileges to functions, planning boards, job/project creation and reports.
Firms can easily restrict staff access by office, department, or division using the user-friendly 'Planner board' setup options, available to authorised users only.
Historical reports and realtime dashboards provides insights to plan, organise, lead and control your projects.
Talk to us to learn more about our practice cloud solutions.