Enhancing client service with an integrated CRM
The need for accounting firms to constantly enhance their customer service has been emphasised by …
Why client reminders are crucial for your firm
As an accountant, managing a multitude of clients, deadlines and tasks can be an overwhelming …
The benefits of using a CRM system
Businesses in all sectors are constantly on the lookout for tools and software that can …
Why does client engagement matter?
In the current competitive market, accountants must not only be technically skilled, but also adept …
Why should you have an efficient client onboarding process?
Client onboarding is the process of incorporating new customers into a business and cultivating a …
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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 …
The critical role of effective practice management
Practice management is a critical part of running a successful accounting firm and is the …
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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 …
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Streamlining professional clearance
Changing accountants can be a stressful time for new clients as the process doesn’t necessarily …
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 …
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