Simplex Financials (210) 404-4840, a San Antonio technology company, has released software to help small businesses and financial professionals organize, collaborate, communicate, and strategize.
Simplex Financials, a San Antonio technology company focused on helping small business owners, has released a software package called Path. Path by Simplex Financials helps business owners and staff communicate, collaborate, organize information, and understand current financial status and community financial impact.
For more information, visit https://pathbysimplex.com
This newly released software solves the issue of employees working different hours or in remote locations who have challenges collaborating on projects and brainstorming. This is often because documentation is stored in a variety of places and multiple digital platforms are being used.
83% of small business owners believe having an organized office is a vital part of owning a business. Yet, even with the best people and experienced owners, this can be a challenge. Many offices are mazes of physical documents and emails with no central location or even a simple index to help retrieve needed documents in a timely manner.
Path, by Simplex Financials, solves this problem with a feature called Bookmarks. Bookmarks is a place to save, collect and organize business documents, both financial and non-financial. Users can simply Bookmark any document, calculation, media, or communication that is important to track. Bookmarks can be shared with team members, so everyone is referencing the same information.
A CPA says, “Path eliminates the need to dig through old client emails, documents, and files. Path keeps everything on one platform, and Bookmarks helps to easily locate the information.” This software works for accountants, financial advisors, bookkeepers, and business owners.
Path has many other features to assist business owners and financial professionals. The Bridge social feature helps keep all discussions in one place and provides a place for company announcements and sharing news between departments. Milestones helps track business history and the impact of decisions.
Data Mash lets owners forecast future strategic moves using data the company already collects. Snapshot provides a window into how events affect business. Analysis and Industry Comparisons show how a business can improve and how it compares to others in the same industry.
Founders Robert J Chandler, Chairman and CEO, and Mike Milan, President, have released this software in alignment with the Simplex Financials’ mission to help business owners’ dreams become a reality by providing a platform that collects and connects all data, conversations, and documents in a centralized location.
Interested parties can learn more at https://pathbysimplex.com