PANALITIX

The Accountant’s Ultimate Business Advisory & Client Management Tool.

Description

The Accountant’s Ultimate Business Advisory & Client Management Tool. Take intuition out of the equation. One dashboard shows all scenarios to boost your clients’ business. A synergy of technology & common sense allows you to innovate with one app.

Every cloud should have a PANALITIX lining.

Revel in ELEVATE content marketing to automate marketing, lead gen & client nurturing and focus on what matters: Clients. Be a true real-time accountant by taking clients out of past numbers into the future NOW. Set clients’ KPIs, let the app’s logic track all & get alerts for fast business advice. Use cool features like the Firm & Client Dashboard, Planning & Growth Equation, Trends Analysis, Quick Targets, Future Plans, Client Alerts & much more.

One dashboard. Countless opportunities.

A beautifully simple & neatly presented colour-coded alert system shows a real-time snapshot of how all your clients are tracking, monitor their performance, & take appropriate action, all from one screen. The Firm Dashboard highlights your client’s targets vs actuals, irrespective of which cloud solution they're using. The Client Dashboard also lets you view active alerts, review financials, & reference advice as to what to look for to rectify any KPIs tracking below target.

A click away from transforming the way you do business.

Taken back by giving direct advice? Let the Growth Equation guide you to create a powerful conversation. One click forges a small realistic strategy shift but a world of difference for your clients. Get exclusive access to LearningHUB, a suite of online business improvement courseware for your firm & clients. Training for leadership, marketing, sales, team development, tech integration & more will keep your team & clients accountable.

Every cloud should have a PANALITIX lining.
One dashboard. Countless opportunities.
A click away from transforming the way you do business.

All monthly plans include training for your team, a guided Implementation program with your dedicated Success Manager, unlimited phone & email support, free updates, access anywhere, anytime, integration with cloud accounting apps, no contracts.


PLAN PRICE USERS DETAILS
1 - 5 users, unlimited clients. $499 5 + Get access to an online Accountants only forum, monthly educational implementation webinars, Success Library & Learning Centre with 100's of templates, videos, tools & resources available for your convenience & ease in implementation or delivery.
6 - 10 users, unlimited clients. $699 10 + Get access to an online Accountants only forum, monthly educational implementation webinars, Success Library & Learning Centre with 100's of templates, videos, tools & resources available for your convenience & ease in implementation or delivery.
11 - 20 users, unlimited clients. $999 20 + Get access to an online Accountants only forum, monthly educational implementation webinars, Success Library & Learning Centre with 100's of templates, videos, tools & resources available for your convenience & ease in implementation or delivery.

Once you become a PANALITIX user you will receive training, a guided implementation program and have unlimited phone & email support with your dedicated Client Success Manager.

Contacts

1-300-762-690
Online support:
http://www.panalitix.com


FAQ

How can I use PANALITIX in my firm?
(1) As part of workflow - every client at least once per year presented with a set of accounts As a selling tool - for cloud accounting or additional services. (2) As a delivery tool - for delivering value adding services. (3) As a service tool - alerting you to the good and bad things - real time through our dashboard.
How does PANALITIX help me?
- Improve client service - Keep an eye on clients with real-time monitoring - Spot opportunities for new services - Train your team in business advisory -Move clients to the cloud -Get more business advisory work with top clients - Retain and lock clients in - Converse about the future rather than the past - Develop the firm in workflow, people, cashflow, marketing, sales & business advisory services - View and monitor performance of every client on 1 simple page!
Who is PANALITIX suitable for?
Being an essential client management & business advisory add on for Accounting firms wanting to track and monitor client performance, and market, sell & deliver business advisory services, PANALITIX is best for: Partners, Client Managers, Accountants, Business Managers, Marketing team.