Complete with deposit requests, invoice templates and statements of service, Migration Manager provides a comprehensive client-accounting solution designed to meet your compliance requirements.
Choose from a range of preset reports or create tailored financial reports with the added bonus of XERO integration.
MM provides you with a comprehensive filenotes system which includes reminders, ‘quickparts’, email options and a print version of time-stamped records.
Every piece of information, correspondence or document is transferred through an encrypted and secure channel using 256-bit SSL (secure Sockets Layer) encryption.
Certified as compliant by The Law Society of NSW, MM is capable of creating and maintaining trust records in a manner required by the Legal Profession Uniform General Rules (2015).
Maintain proper records that can be made available for inspection on request by the authority including a copy of each client’s application and files containing copies of all written communication between all involved parties.
MM references sent and received emails based on a select number of unique identifiers and stores them in the respective client file.
Compose emails within the system to minimise search time on addresses and the risk of potential data breach.
Integrating directly with a number of popular email-to-SMS services, build SMS communications using client contact details stored on file.
Build user defined reports from almost any piece of data recorded – providing the data you require in an easy-to-view format with the ability to export to Excel.