Enhancing client service with an integrated CRM
The need for accounting firms to constantly enhance their customer service has been emphasised by …
Insight
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 …
FibreCRM vs OpenAI
ChatGPT vs FibreCRM – a 60 second challenge Who will win? Here’s the command… “Pick …
Accountants – Can you do more in 2023?
While we may all have personal goals that we want to achieve this year, it …
Data Disaster – Why aren’t accountants unlocking the full potential of client data?
Accountancy firms across the UK and around the world possess incredible sources of data about …
Data Disaster – Why aren’t accountants unlocking the full potential of client data? Read More »
Is your accounting practice future ready?
We are constantly being told to prepare for the future, both in our personal and work lives.
Accountants! Are you wasting time with inefficient onboarding?
Time is a precious resource. In fact, it is one of those things that there …
Accountants! Are you wasting time with inefficient onboarding? Read More »
Know Your Client and Anti-Money Laundering compliance – Where are firms going wrong?
The requirements of Know Your Client (KYC) and Anti-Money Laundering (AML) have never been greater …
Know Your Client and Anti-Money Laundering compliance – Where are firms going wrong? Read More »
