FACTS Online database CleanUp engine has been purpose built to highlight and fix the legacy database issues inherent in all core practice management systems, including MYOB, HandiSoft, Reckon APS, XPLAN and LEAP.
FACTS Online CleanUp engine adds value to your client database. It improves the data quality by fixing 9 common data legacy issues. These include duplicate records, unknown client types, unlinked spouses, unlinked family groups, orphan individuals and obsolete email addresses. The CleanUp engine digs deep into your raw client data to generate client relationship charts, including extended family members and their entities. This provides full and accurate visibility over the entire client relationship. The engine segments clients into standard professional service based client profiles. Highlighting existing business locations and in doing so unlocking research based information about all clients potential service needs. FACTS Online CleanUp engine solves transactional database problems and through this makes your most important practice asset sale ready.