CRM for Accountants
Track all client activities across your practice to ensure you always have the most up to date information for meaningful conversations to elevate your client relationships.
Become a client centric practice with the Accountants Customer Relationship Management Software
Enjoy the ease of one central database
Reduce double handling of data entry and increase the visibility of your clients, prospects, business partners and suppliers by synchronising data between applications.
Increase communication effectiveness
Easily segment your database to target a specific region, market or audience, allowing you to improve the engagement rates of your communications, and provide a better experience for your clients.
Proactively measure your client relationships and reduce churn
Build long term advocacy and loyalty by better managing your existing and new client relationships.
Learn how Access Accountants can help your practice.
Access Accountants our cloud based CRM for accountants built on Salesforce that provides a client-centric control centre to manage your client relationships.
