In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

Does your accounting firm have a reliable process in place to evaluate new business opportunities and weigh the risks those opportunities present to the firm?

Accounting firms need to invest in technology that will help them meet current industry trends. Here are the top trends you should consider when investing in document management software for accounting firms.

When teams fail to accurately capture their time fixed fee engagements, firms miss out on key data that can help them make better decisions around pricing in the future. Learn how advanced professional services time tracking software can help collect this crucial information.

To remain profitable, strengthen your client relationships, and stay ahead of your competitors, your professional services firm must invest in automated tools to improve time tracking. Here are the top five features your professional services time tracking software should offer.

Accounting firms have seen a surge in M&A activity during the pandemic, and tools like Microsoft Teams have helped streamline the M&A process. Intapp Collaboration & Content adds a layer of professional services capabilities to Microsoft Teams to further support document management for accounting firms.

Industry-specific document management systems are essential for accounting firms’ success. Microsoft 365 — a tool your firm probably already has — supports document management for your accountants, while Intapp Collaboration & Content optimizes it for their specific needs.

Generic CRM software often fails to meet the unique, industry-specific needs of accounting firms. Accounting firms need a scalable CRM for accountants that supports multidirectional relationships and a variety of service lines.

Check out highlights from the 2022 Boomer Marketing and Business Development Circle, and learn how your accounting firm can leverage technology to promote growth and improve client relationships.

During the 2022 Boomer Technology Circles (BTC) Summit, accounting professionals learned how cloud technology can help improve collaboration, diversity and inclusion, and security within their firms.

Time management software can help accounting professionals track their time, identify distractions, and establish more productive, efficient work habits.

During ELEVATE: The Moore North America 2022 Conference, attendees, and speakers discussed current and future challenges within the accounting industry. Read our top takeaways from the event to learn how accounting firm management software can help your firm better prepare for the future.