Running an Accountancy or similar Profesional Services firm, you’ll know better than most that customer management takes time. You offer an array of services to hundreds of clients, that require accuracy and compliance with rules set by major bodies like Companies House and HMRC. With life becoming increasingly paperless, the right digital solution is critical for efficient and profitable operations.
a contact and relationship management platform that integrates entirely with Microsoft 365 – an industry standard. Why does that matter? Because if you’re one of the millions of companies that uses Microsoft in your business – you want something that works with the systems you already have in place. And YES, it does integrate with Xero too.
Access emails and documents sent to any member of your team, without accessing their personal mail boxes. Quickly create and assign tasks to yourself or colleagues. Create and collectively edit Microsoft Office documents. Design and publish templates for frequently used client documents.
Post-pandemic, even occasional working from home must be an option for many of your staff. How do you ensure client information is securely managed in the cloud. Processes, documents and client emails need to live in a central cloud-based repository. Access to the information must be controlled to ensure client confidentiality and regulatory compliance.