AVN Ontrack

What we delivered

The new software was called OnTrack and was delivered as a web portal that could be accessed by any internet enabled device with an available connection. Interacting with the AVN API the software would retrieve the users ‘System Builder’ login details, to verify access to this member only site.  All other database activity, including the storing and retrieving of data, was also filtered through the AVN API. BSPOKE software worked closely with AVN IT staff, to ensure all required database updates were correct and complete before each new software deliverable.

As is the case with all AVN software, users could add new clients in OnTrack. The newly added client would then be visible to the relevant practice throughout any other tool that collectively makes up the AVN accountancy software suite.

A fully editable questionnaire system was developed, that gave AVN staff the ability to add questions with unlimited answers. These questionnaires could be modified later, to keep up with current trends and legislation. For each question’s possible answers, users could add different wording in html format that would be used to populate various document sections, dependant on the client’s answers. We used html format so that staff could style the text, to make it look professional. Accountants could then work through the questionnaire with their client, to produce an onscreen action plan and a selection of documents.

Document production was achieved by adding template documents, in Word format. When requested these documents would be produced and populated with the wording associated with each answer that the client gave. The word templates were tagged at specific points, allowing the software to know what data to add to each document and where. Working with the Aspose API we were able to achieve manipulation of word templates to produce the final documentation.

The results

Accountants were able to guide their clients through the questionnaire, setup by AVN employees, that would help the accountant identify ways their client could make business improvements. Once all questions were answered, accountants could instantly produce fully editable, prepopulated documents. These documents included a letter, a completed questionnaire, an action plan, and key improvements report. Accountants could then download the documents, print a hard copy to hand to their client or save and email later.