CLIENT MANAGEMENT FOR ACCOUNTANTS
Take your client relationships
to the next level
Providing exceptional service has never been easier with instant access to emails, documents, recent interactions and outstanding tasks all in one place. Automate your CRM processes to deliver the very best client experience.
Everything in one place
- A dedicated workspace for every client – shared by your whole team.
- View documents, tasks and jobs by Client or by Client Group.
- Record meetings, phone calls and file notes quickly and easily.
- Instant access to up-to-date information – tax returns from Xero Tax, reports from your client’s Xero Ledger, and other client documents – captured automatically from external sources and filed consistently.
- Grant access to sensitive information to relevant team members only.
Make collaborating on client work easy and boost productivity.
Maintain a single source of truth
- Improve data accuracy and eliminate re-keying errors by maintaining a single source of client data.
- Your clients, client groups, jobs and team info can be imported into FYI from your practice management solution and continuously synchronised.
- No need to maintain data in multiple locations.
Customise client views to suit your practice
- Create client views to access information in the way that best suits your team.
- Manipulate lists of clients, documents, tasks and jobs.
- Save any search criteria, column order or filter for future use.
- Activate sticky views to ensure that list views can be applied by default across all lists in a session.
With a dedicated workspace for each client, it’s easy to collaborate on client work. It creates greater cohesiveness within our business, and the ability to work from anywhere.
Client Management Features
Single source of client data
Sync with your Practice Management software. No need to maintain data in multiple locations.
Dedicated workspace for each client
Emails, documents, jobs, and tasks - in one shared place for your team.
Record Meetings, Phone Calls, and File Notes
Capture every interaction to provide a complete history of every client relationship.
Instant Snapshot of Client Groups
View documents, tasks, and jobs by Client Group or by individual Client.
Customisable Client Views
Create views to access information in the way that suits your practice.
Control access to sensitive information.
Automate to deliver the best client experience
Check out our sample automations for client management and email marketing processes commonly used in accounting practices. All ready to activate!
Onboard a New Client
Auto-create emails, documents and tasks for an excellent client experience.
Quarterly Report Reminders
Send a series of emails requesting information for quarterly reports.
Send an Income Tax Return Checklist to a Client
Auto-create an ITR Checklist and send it to your client in a co-editable format.
Reminder to Contact a Client
Send a reminder to a Partner if a client has not been contacted in 90 days.
Send a Bulk Email to All Clients
Send an email newsletter to your entire client base
Send an Email to a Segmented Client List
Send an email to a portion of your client base using a filtered view.
Manage Email Unsubscribes
Automate the management of unsubscribe request
Send a Bulk Email with an Attachment
Send an email with an attachment to your entire client base, or to a segmented list.