Use Client Management for CPA Firms to Enforce New CRM Policies
It takes a lot to keep clients happy as an accountant and to cultivate relationships where they trust you. These...
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA