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, which are built on trust and offer both parties significant added value. Consequently, advisors gain a unique insight into both the respective industry and their customer, which means they can offer the customer precisely tailored services. Modern CRM software solutions support accountants, tax advisors and lawyers in achieving their goals.

Your CRM software requirements

  • Managing your customer data centrally and access it from anywhere.
  • Managing documents and knowledge transfer efficiently, from contracts, quotes to legal texts.
  • Increasing efficiency with automated workflows.

The benefits

All information regarding customers, projects and legislation is stored in one system, increasing the transparency of your business processes. Your employees can access relevant data and can respond to customer demands even quicker and more proficiently.

With a CRM software tool, your daily work processes are standardized and your work load significantly reduced. You can, for example, create quotes from within a contact data record. The document is then linked with the respective customer and no further steps are required, thus saving you both time and money.

You can call the customer directly out of the customer dossier and the smart "Caller ID" feature identifies the incoming caller. These functions and many more create impressive workflows.

Features at a glance

  • Customer and client dossier
    The central customer and client dossier contains all information on your customer or client. At the touch of button you can view all contact information, correspondence, phone calls made, appointments and all order-related information such as agreements and documents. All entries are displayed clearly and can be viewed by all authorized personnel.

  • Correspondence
    The CRM system even provides the user with support when corresponding with a customer or client: the client's address is automatically inserted into the Microsoft Word document, making it that much easier to create form letters and mass mailings. You can also create e-mail templates with attachments. This way e-mails to your customers and clients always have the same format and appearance.

  • Address management
    Automated address maintenance makes work easier for all your staff - from creating and maintaining addresses to entering new leads. Using the drag-and-drop feature you can create an address and then, with a click of your mouse, check whether the data is correct or has been duplicated. You can also customize the content and look of input screens and fields to meet your requirements.

  • Phone calls
    The smart "caller ID" feature enables you to see who is calling before you even pick up the phone. Calls are automatically logged and linked with the address. Phone numbers that have not been registered in your system can be cross-referenced with an external address service provider. Once you have found the right address, you can then store it as a data record. With a click of your mouse, you can also dial the client's number directly from the data record.

  • Mobility
    Regardless of whether you are at the office or on the move, you can access the central database using the Web browser on your laptop or PDA, which means you have all your data at hand at all times. Addresses, tasks or appointments can be modified with ease, the latest version of which is always available in the main database.

  • Managing documents
    The CRM solution lets you create and manage different types of documents (Microsoft Word, Microsoft Excel, PDF, e-mails, graphic files, etc.) and create templates. Documents are no longer saved locally on different computers. This means employees always have access to current documents and templates, which are centrally maintained. The search and filter functions can be used to filter and find keywords in documents; for example, subject or the date a document was created.

  • Managing appointments
    The appointment calendar lets you view all appointments, events or holidays. You can choose from three different views: day, week or month. A particularly useful feature is the shared calendar view. Say you want to schedule a meeting for a number of your colleagues. Well, the shared calendar lets you see when they are all available with just a few clicks of your mouse. You can then use the resource calendar to quickly find available rooms, projectors or company cars and add them to appointments.

  • Standard user interface
    The CRM system is a comprehensive environment for managing addresses, phone calls, appointments, events and campaigns. Interfaces ensure that all the necessary information flows into the central database. The user does not even notice the interplay between the various systems. If someone changes a client's details in one system, then the interfaces ensure that this information is automatically changed in all the other systems.

Interested? Contact us.

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