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