Get Your Practice to Work Smarter For You

Engagement Agreements Proposals & Compliance

  • Custom Branded

  • Use Industry Standard Terms or create your own

  • Send BAS Agent & STP Authorities with your engagement terms and never chase signatures

  • Secure Digital Signing

  • On-demand Stripe Identity Verification (first 50 are free!)

  • Customised Client-Agent-Licking guides

    Schedule Annual Fee reviews

  • Impress your clients with the ease of engaging services

  • Replaces Ignition subscription.

Payments

  • Integrate directly with Stripe

  • Receive upfront payments, once-off or recurring

  • Choose your own payment processor

  • Automatically send client and invoice details to Xero, MYOB or QuickBooks.

  • Sell products, courses and memberships and take payments within Officiently.

  • Replaces e-commerce software subscription.

Automated communication, marketing and tasks makes your business easier

  • Create an email template once and use over and over.

  • Send emails or SMS to one client / prospect or many with personalisation at the click of a button.

  • Keep engaged by scheduling automated sending birthday or service anniversary e-cards or SMS.

  • Schedule Newsletters & Blog Posts.

  • Schedule Social Media Posts.

  • Track online marketing including Google & FB Ads.

  • Integrate with your favourite task management system.

  • Replaces email & SMS software subscriptions.

Courses and Community

  • Create and sell courses or a membership.

  • Include video, audio worksheets, quizzes and certificates.

  • Content can be accessed conveniently on a dedicated app.

  • Import clients, content & courses from Kajabi. We can assist with migration from other platforms

  • Replaces learning platform subscriptions.

Secure & Private Client Portal

  • Create a private portal for each client.

  • Request information without the email tennis and receive confidential information securely.

  • Documents can be uploaded directly into your records management system whether that be DropBox, OneDrive or Google Drive.

  • Create and share Onboarding Checklists or Monthly reports.

  • Dedicated app.

  • Replaces secure storage subscription.

CRM & Calendars

  • See all your client interactions in one place.

  • Automate collection of data with online forms.

  • Unlimited appointment types.

  • Sync with your Outlook or Google Calendar

  • Embed a calendar into your website so potential clients can book directly.

  • Email and SMS* confirmation and reminders

  • Replaces calendar software subscription.

Social Media & Reputation Management

  • Officiently integrates with Facebook, Instagram, LinkedIn, Google Business Profile, Tiktok, X and more

  • It can publish one social media post or several at once with one click of a button.

    You can schedule posts for a week, month or even a year.

  • It can publish blogs onto your website and alert your social media followers with a message or RSS feed.

  • It can use the free provided Officiently social media post templates or you can engage us to do your marketing for you.

  • You can post and track Facebook and Google Ads as well as Google reviews all from within the portal.

  • You can request Google reviews using the built in Reputation Mangement suite. Then display 4 & 5 star reviews on your website using the Officiently widget.

  • Replaces posting & scheduling software.

Websites, Landing Pages & Funnels

  • You can have a website built and hosted through Officiently.

  • You can also have landing pages, funnels and forms built so that you can gather contact details to communicate with prospects and clients.

  • You will receive customised landing pages in your brand colours that integrate with you proposals, agreements and on-boarding docs.

  • Replaces many web hosting costs, landing page/funnel and email software fees.

It's all for you - The Bookkeeper

Possibly for the first time ever Bookkeepers have been the central focus of a software provider. That's because I am a bookkeeper and I know the hassles and costs of using multiple pieces of software that don't naturally work together. Officiently provides you (us) with one place to do (almost) everything we need to do in business.

But beyond the efficiency and cost saving Officiently provides, It also gives you the tools to market and grow your business. Webpages, emails, SMS and social media marketing are built in and we'll support you to use them too.

When anyone communicates with you every form of communication can comes into your Officiently portal. You'll never lose a message, everything is recorded and responses can be automated, routed to an assistant or VA or you can answer them yourself.

Finally and maybe most importantly you are not alone. We've got your back, we will train and support you and answer your questions through our own Officiently portal - because yes we use our own software too.

Intuitive Practice Automations for Bookkeepers

© 2024 Officiently - All Rights Reserved.