EffectivePrice new features

Here is a summary of what is new in the latest version of EffectivePrice shortly released


We are very excited about lots of excellent new features recently added to our pricing software, www.EffectivePrice.co.uk

 
  • New client fields which can all be sorted –

    • Client reference

    • Date passed to client

    • Date proposal agreed
  • 18 additional – user defined ‘Optional extra’ services

  • New hide feature for optional extra services

  • New pricing options relating to pre-MTD preparation

  • New ‘accounting system rating’ pop up window

  • New support button within settings links straight to support webpage

  • New monthly option in global payment plan options

  • New options how to show fees in more detail, including price per service

  • New optional transaction range can replace turnover range in bookkeeping category

  • New secret discount option as a very last resort

  • New payment plan customisation options

 

 

In addition we have added a new module to provide much more fleixbility to the pricing content on screen and within the documents. 

 

 

New Module 3 – Amend and Edit

 

The new module provides significant flexibility to users allowing them to change or add text, amend formatting, add images, change what is included within each level of service and much more. The new features include;

  • Allow users to rename the 3 levels of service

  • Includes a new Terms of Business document which can be quickly replaced by users own version

  • Users able to edit or add their own standard text for all documents

  • For each aspect of service users are able to

    • edit text for each aspect of service

    • change which levels of service they are included with or

    • add their own aspects of service

  • Users can upload and add their own images to documents

  • User can quickly generate the standard or a bespoke pricing brochure covering selected services

  • Users can choose to hide various ‘additional services’ which appear within some pricing categories

  

 

 

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 Find out more or start subscribing 

 

The great news for Premium and Full ProActivTax members is you can access the software for free as part of your membership. Click here to access the software. 

 

Planning ProActivTax members who would like to access the software can either subscribe (From £26.70 + VAT per month) to the software from the account section of this website or may wish to consider upgrading their ProActivTax membership to access the pricing software and much much more.

 

or

 

Book an online demonstration

 

 

 

Last updated 27 June 2022