Share your CCH Central data in the cloud
Many accounting firms use CCH Central for their compliance work but struggle to take advantage …
Many accounting firms use CCH Central for their compliance work but struggle to take advantage …
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also …
The Need for Integrated CRM: Part 8 – Visibility for Management Read More »
A firm’s finance team may want to know details on clients and forecasted new business …
The Need for Integrated CRM: Part 7 – Seamless Financial Function Read More »
It is accepted that it is six to seven times more expensive to win a …
The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations Read More »
CRM is the natural place for onboarding clients because it is the one place that …
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients Read More »
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers …
The Need for Integrated CRM: Part 4 – Improved Business Development Read More »
With Integrated CRM, email marketing applications can be connected directly to the core database, without …
The Need for Integrated CRM: Part 3 – More Proactive Marketing Read More »
By integrating offline systems (accounts production, tax compliance and practice management software) into an online …
The Need for Integrated CRM: Part 2 – Boosting Personal Productivity Read More »
CRM software without integrations to other lines of business applications is just another data silo, …
The Need for Integrated CRM: Part 1 – Connect Teams with One View of the Truth Read More »
FibreCRM digitally transforms Wolters Kluwer CCH data by making the seemingly impossible, possible. Ask an …
Finalist for software Innovation of the year 2019