CPA/ACCOUNTING FIRMS

Most all business discussions and dealings come down to one element – financial information.  The availability, accessibility, malleability, and presentation of financial information from anywhere at any time are paramount to conducting business.  The answer is a hybrid combination of functionality that spans Document Management, Customer Relationship Management (CRM) and Email Management.

technology provides our customers all of the above in a client-centric, web-based environment, infusing efficient business processes into these organizations.  The assimilation and sharing of financial information in a collaborative environment has tremendously enhanced our clients’ relationships with their customers. technology provides the opportunity to:

• Enable a seamlessly integrated desktop
• Increase efficiencies and productivity
• Enhance communication with clients
• Reduce clerical, paper and personal cost
• Generate additional revenue

• Fully integrated with tax, audit, and practice management applications
• Central point of entry and update capacity
• Web-based interface
• Email integration
• technology modules – CRM, Document Manager, Private Web Portal (Extranet), Email Management and Knowledge Management

A web-based, collaborative document manager that is seamlessly linked to multiple applications and publishes client related information to private extranet client sites.  With indexing, versioning, online discussion and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment.  This is the component used to identify, categorize, and store important client and firm information.

A private, web secure warehouse where client portfolios are published.  In addition to your firm, your clients may grant controlled access to the site for their customers and other advisors, (e.g., bankers and attorneys).  For a minimal fee the clients of the firm may utilize this application as their document manager and collaboration solution, thus generating revenue for the firm.

Centralized client, contact, and transaction information that will help serve the clients’ needs more effectively, thus building a closer relationship.  The integrated CRM solution, integrated with Microsoft Outlook™, is linked to the firm’s in-house applications, therefore publishing and maintaining consistent client records throughout the organization.

• Keep pace with customer demands
• Provide service across all communication channels
• Improve customer retention
• Meet growing capacity demands
• Integrate activities of customers across channels
• Links to front and back office systems
• Improve coordination of various marketing and sales campaigns
• Create enhanced one-on-one marketing capability
• Cross-sell/up-sell services to clients
• Reduce call volume

Integrated with Microsoft Outlook ™, sent and received emails can now be aggregated and stored automatically in the clients’ file areas.  The firm no longer has to rely on Public Folders and those Microsoft Outlook ™ inboxes can be finally emptied.

Knowledge Management

Web-based knowledge library where information is published for use by staff, partners, affiliates, and clients.  The intelligent cataloging of content and advanced search capacity allows for quick and easy research from anywhere.