We’ve recently started to develop a new practice management solution for Exact Online for Accountants. Seamlessly aligning CRM, time & billing, internal bookkeeping and document & workflow management, it provides an all-in-one solution for small and medium-sized CPA and accounting firms.
More revenue and higher profits
Our practice management solution helps to take your practice to the next level: increasing efficiency, shifting from reactive to proactive advice, and offering more value-added services. The result? More revenue and higher profits.
- Provides a 360-degree client view
- Increases productivity
- Improves (client) collaboration
- Supports client acquisition and retention
We will be introducing the new solution in a phased launch. The first part of CRM is already available in a Controlled Release for a select number of customers. General availability of CRM and other parts of the new practice management solution is planned for 2016.
We’ll keep you posted on the latest developments of this solution, so be sure to watch this blog!