Fiduciary firms have to juggle numerous tax and accounting deadlines, with customers who are often late and delays that can lead to heavy penalties and legal consequences. You carry out numerous repetitive and recurring administrative and accounting tasks, which are usually handled manually - with the attendant risk of oversight. This is very time-consuming and stressful. More often than not, you don't have a real-time overview of current and future files and mandates.
Mountains of hours are wasted having a partial view of the situation, sending and going through emails, finding excel files, scattered notes and post-it notes, comparing versions, copying and pasting information from one place to another, running long sessions and asking where we are in order to keep track of activity.
Monday provides a complete, flexible solution, so you can do your job exactly the way you want, with greater efficiency, profitability, less effort and less stress.
