The rise of technology changed many ways the traditional accounting firms do their business. The manual tasks that a team commonly spend on low-level administration can now be done with just a few clicks on your device.

 

Our complimentary webinar, Running Your Firm with HubSpot can give you some insights about the benefits of using the CRM Platform – Marketing Hub, Sales Hub and Service Hub.

  • Managing customer relationships on a centralized and easy to use platform
  • Annual Accounts Job Scheduling
  • GST and Compliance Workflow Management
  • Tax Letters (with demo)
  • Client Onboarding
  • Marketing Hub tools and features
  • Client Knowledgebase
  • Automations and Workflows