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CRM For Accountants: Top 3 Benefits

Updated: Jan 4, 2023

Did you know that 58% of your clients are prepared to pay more for better service?

That means that if your accounting firm provides a better service experience, you can easily charge more than your competitors and land more business.

CRM software for accountants is the foundational step needed to improve the customer journey and increase team productivity.

At the end of the day, a CRM impacts your bottom line.

What is CRM software?

Customer relationship management (CRM) software manages all your accounting firm’s relationships and interactions with clients and prospective clients. CRMs for accountants improve business relationships to enable growth. Accountants and auditors remain connected to clients, processes are streamlined, and profitability is increased.

CRM software helps accountants manage client interactions, sales, task deadlines, team productivity, and more. Because CRMs can integrate with other tools, accountants can manage customer relationships across the entire customer lifecycle.

Benefits of a CRM for Accountants

A CRM for accountants is a central hub for the firm’s most precious asset: clients.

The tool can be accessed from anywhere, at any time, because it sits in the cloud and works in real-time, which means that as soon as information is added from this location, it can be accessed by someone else in another location if you permit them.

The top benefits of a CRM for accountants include:

#1 Enhanced client experience

A CRM system can streamline client onboarding, and since all client information is added to the tool, anyone in the team with access can see everything about the client. In addition, a CRM provides a way for personalized experiences, and in the case of the DataGrows CRM for Accountants, automatic task reminders for events relevant to South African accounting firms, such as tax submissions, SARS appointment reminders, CIPC annual returns, and so on.

Tip! We recommend that when you set up a CRM in your accounting firm, you attend one of our webinars to provide training and ensure all team members get the maximum benefit from the app. That way, the service experience can be consistently superior—Email for more.

#2 Improved communication

86% of employees and executives attribute the lack of effective communication as the leading cause of workplace errors. A CRM system, especially for accounting firms, essentially eliminates the risks associated with poor communication because all information is kept in one central place, and all relevant parties have access to it.

Teams who communicate effectively are also more productive.

#3 Customer retention

The spinoff of an enhanced client experience and improved communication is customer retention and higher profitability.

With that comes less marketing and advertising expenses because it is more costly to replace clients than to retain the clients you already have. But to do so, your clients need to be happy with your service. A CRM plays a huge role in customer retention because your client’s journey with your accounting firm has various touch points. A CRM tool goes a long way in aligning all team members to deliver an exceptional customer experience.

If you are located in South Africa, DataGrows is a CRM system created for South African accountants and auditors. It helps you keep track of South African-specific tasks, such as tax submission reminders according to SARS deadlines.

It will change the way you do accounting. Give it a try; we offer a free two-week trial, so you can test it out and see how it can benefit your firm.


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