Maconomy Information Center

Client Management

The CPA solution offers a number of key features that support effective and complete client management.

These include the ability to:

  • Create client records.
  • Manage critical client information and statistics.
  • Identify client relationships and hierarchies.
  • Store documents.
  • Look up current client balances for WIP, AR, and Cash.

The following is a view of the initial filter that is available to users, which is user-defined as to which fields to display.

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The preceding is a launch point, similar to a dashboard view, in which you can choose and navigate to a particular client record, to drill into the extensive information that is captured at the client level within the CPA solution.

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