A CPA firm’s success hinges on providing the best client experience as much as performing and operating at the highest level. After all, the only thing better than a client who’s happy and satisfied is a client who can focus on what they do best; grow their business in the most efficient manner. Well, if your client service professionals are already going out of their way to provide the best service to their clients, you’re off to a great start. Let’s assume your firm is that firm: the one looking ahead, working proactively to anticipate your clients’ ever changing needs. If that’s the case, you’re already doing everything possible when it comes to examining all aspects of your business. Which means you've even thought about the technology you use that enables you to provide the best client experience, like your accounting solution, right?
An integrated solution
Here are some of the things you should probably ask yourself when evaluating your accounting solution:
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Is it still the best fit for you and your client? Or, are you just getting by?
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Can your entry level solution still handle the workload? Or, are your business’ growing pains outpacing its capabilities?
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Are your employees able to secure solid answers in real-time for your clients? Or, are they spending way too much time drilling down, searching multiple databases?
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Does your current solution promote synergy and employee collaboration? Or, does your team find themselves increasingly isolated on a data island, fishing for answers?
If you answered no to any of those questions, it's time you consider an accounting solution that can enhance your client experience.
Experience does matter
What if your accounting solution could . . .
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Provide concise and timely answers?
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Easily absorb additional workload, accommodate for more business and alleviate those business growing pains?
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Consolidate client data from all divisions, entities and regions while allowing instant drill down capability and pinpoint data extraction?
Take a look at Gravity Software® (Gravity). Gravity is a robust mid-market accounting software written on the Microsoft Power Platform (aka Dynamics 365). With Gravity, financial data and CRM are fully integrated. So what does this mean? How does this help improve the client relationship?
When financials and CRM are fully integrated, you’re able to maximize every client interaction and earn their business for life by providing a more streamlined and intuitive client experience. When you’re fully integrated, you can easily manage consolidated data, instead of trying to maintain separate information silos. By adopting an accounting solution with an integrated platform like Gravity, you’ve instantly saved on a precious commodity: time.
Working remotely
It’s a great feeling when you’re able to provide quick and concise answers to your client. When you’re working off your desktop it’s like you’re at client guru HQ with everything at your fingertips. What about when you’re on the road, walking about or anywhere but the office? No worries, because you can access all of your client data from your phone or tablet. That’s right! You don’t have to wait till you return to command-central before getting back to your favorite client. More importantly, you won’t keep your clients waiting either. Gravity Software gives you the ability to access client data, send an email, and attach that highly coveted report, while you’re on the go.
Give Gravity a try with our Free 30-Day Trial or schedule an online demo.
Gravity Software
Better. Smarter. Accounting.
