CRM for accountants and tax advisors

Today's "economic life" is short. So it is extremely important for advisors to establish long-lasting relationships with their customers that offer both parties significant added value: the advisor gains key knowledge of the industry and the customer and in turn can offer the customer precisely tailored services. Modern customer and data management solutions support accountants, tax advisors and lawyers in achieving these goals.

• Centrally stored information for streamlined processes
  Are your customers extremely demanding? Do they expect you to provide a sophisticated, innovative range of consultation services? By storing all information on your customer in a central database, you will be better able to meet and exceed your customers' expectations. All information regarding customers, projects and legislation is stored in one system, increasing the transparency of your business processes. All advisors and back-office staff have instant access to all relevant information and can respond to customer demands even quicker and more proficiently.
  
  
• Automated workflows for more efficiency
  The CRM system's intelligent functions let you automate workflows to make your employees' daily work that much easier. Documents such as contracts or offers can be created directly from an address data record - and these documents are then automatically linked with the customer. You can call the customer directly from their dossier; and the smart "Caller ID" feature identifies the incoming caller. These functions and many more create impressive workflows.
  
  
• Open communication and mobile data
  The sheer volume of legal texts requires accountants, tax advisors and lawyers to be highly flexible and to have the latest know-how at all times. Instant access to up-to-date information is key to being able to provide customers and clients with expert advice. A CRM system designed specifically with your occupation in mind lets you do just that: you can access all your data instantly while on the move, via your laptop or PDA. You are able to communicate even quicker and even more effectively - strengthening your working relationship with your customer.
  
  
• High-quality data for greater success
  Storing data in a central database significantly reduces the time and effort spent having to maintain it. All changes made to appointments, templates or customer data are immediately available to all authorized personnel. Centrally managed agreements and templates are easily located and ensure that a uniform image is projected to the outside world. This allows you to focus on what's really important: your clients.