In recent times, the work of accountants has gone beyond just playing with numbers. It involves keeping clients out of a financial crisis, guiding them on reducing costs, and forecasting trends. Your job as an accountant is to keep your clients in business. And you cannot make all these happen without the use of CRM software.
CRM software is an essential tool for accounting firms. It is a tool that enables you to automate your daily tasks and manage workflow effectively. Leveraging such a tool in your operation will improve productivity and help build good customer relationships.
But the challenge here is choosing the right CRM software for your accounting. To help you ease the process of selecting CRM software, we’ll discuss the top 5 features of CRM for accountants.
- Integration
Nothing will make your work easier than having all the information you need in one place. With adequate client data, you’ll be able to provide consistent and professional accounting services. Integrating your existing accounting software with a CRM will view the client’s transaction history.
The integration allows you to have a single system that covers every aspect of your relationship with clients. You’ll have everything, from transaction history to past interactions, in one place. There’ll be no need to backtrack or double-check figures and dates. This will save you a lot of time and stress. Leveraging integration makes your accounting workflows more efficient.
- Workflow Automation
CRM software with workflow automation capability can make your accounting processes more straightforward. It will enable you to set up custom rules and perform repetitive tasks automatically. This will make you and your team more productive.
Workflow automation will turn tedious manual processes into automatic ones. It will enable you to respond quickly to client messages and keep work moving without any difficulty.
- Client Onboarding
Whenever you get a new client, it is necessary they go through an onboarding process. This is to make the client aware of their tasks and timelines while you provide accounting services. Onboarding ensures you and the client are on the same page at all times. It fosters smooth communication and saves both of you time, stress, and money.
Features like schedule reminders, email templates, and document storage help ensure that new clients receive the same information on the same timeline. The more you automate the onboarding process, the better the experience for you and your clients.
- Client Management
CRM software enables you to keep basic contact information for every client. It helps you to stay in touch with their transaction history and past interactions. This provides a unified view of your clients.
With centralized client data, it becomes easier to analyze and understand your client base. You’ll be able to manage your clients effectively and provide personalized solutions to their business needs.
- Client Self-Sufficiency
If, as an accountant, you’re looking for ways to get extra hours out of your workday. What you need is CRM software that allows you to build self-sufficiency among your clients. Look for a CRM that has a built-in self-serve feature. It’ll give your clients greater access to their dealings with your firm.
