How MySubTracker has helped improve my efficiency with my clients.

A lot of my clients are in the construction, trade, or real estate industry. A common complaint I unanimously received was the difficult and time-consuming process my clients had trying to collect W9s and insurance certificates from their contractors in a timely manner. Either they forget to request all together, wait until workers compensation audit time to attempt to collect the forms or they may get the forms, but they were often outdated and expired without realizing they were.

As business owners know, especially in those industries, not having the proper up to date insurances or W9s for their contractors working on their job sites; spells disaster when they are penalized with fees for having either uninsured contractors on the job site or not having the update information available. Those fees cut into project margins, operating expenses and more.

MySubTracker has been a life saver for both my time and my client’s wallet when it comes to maintaining contractor documents like W9s and insurance certificates.

The ease of use with adding a contractor to the system, having them fill out their contact information and load up their documents for me to verify. I can set the expiration dates on the documents – in doing so, the software automatically tracks the dates. As the insurance certificates or W9s approach certain intervals near the expiration (60 days, 30 days, 15 days, expired), the software will automatically send out reminder emails to the contractor requesting they update us with their new/current W9s or insurance certificates.

That is less time we spend hunting them down, figure out when we last contacted them, manually track those documents dates in outlook, excel or some other manual format.

Additionally, everything is stored securely in the cloud. Whenever I or my client needs the documents for audit related purposes, tax related purposes or other reason; those W9s and insurance certificates are easily accessible and able to be downloaded into PDF format.

Overall, this software has made us more efficient with our time and benefited our clients by ensuring we have the most up to date documents in storage for whatever purpose they are needed for in the future. The time that is saved on the client’s side by either the business owner or one of their staff trying to track these documents allows them to focus their time on other important matters in the business. This has also been a great feature to increase value via my services for my clients.

I would recommend this software to any bookkeepers, accountants or business owners that are struggling and wasting time on this task.

Visit www.mysubtracker.com for more information and a free trial!