Enhancing client service with an integrated CRM
The need for accounting firms to constantly enhance their customer service has been emphasised by the ever-evolving business landscape and
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Why client reminders are crucial for your firm
As an accountant, managing a multitude of clients, deadlines and tasks can be an overwhelming and time-consuming process. Staying on
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The benefits of using a CRM system
Businesses in all sectors are constantly on the lookout for tools and software that can make daily operations more efficient
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Why does client engagement matter?
In the current competitive market, accountants must not only be technically skilled, but also adept at building strong relationships with
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Why should you have an efficient client onboarding process?
Client onboarding is the process of incorporating new customers into a business and cultivating a strong and efficient working relationship.
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Ongoing monitoring: What do you need to know?
Ongoing monitoring is a process used by accountancy firms to regularly review, update and enhance client due diligence (CDD) and
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The critical role of effective practice management
Practice management is a critical part of running a successful accounting firm and is the final part of the onboarding
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Why should you have a quality, automated engagement letter?
Engagement letters are a legally binding document that defines an overall business relationship between a client and a professional firm.
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Streamlining professional clearance
Changing accountants can be a stressful time for new clients as the process doesn’t necessarily always run smoothly for them.
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Anti-money laundering checks: What you need to know
Designed to identify clients and assess risks, anti-money laundering (AML) checks are a crucial part of your client due diligence
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