Accounting is a highly competitive industry where the
Big Four dominate the market share
scale accounting and CPA firms, technology seems to be the only way to augment
business and expand
But how can technology help accounting firms gain more clients? In the past, the process may have been complicated and cost-intensive. With accounting practice software like AccountantWS, lead generation with the help of technology is both affordable and simplified.
To find out how AccountantWS can help you track and convert qualified leads into clients, take a look at this blog.
Lead Tracking Feature of AccountantWS
Amongst the many features of this advanced cloud-based accounting practice
software that help you transform
your accounting business, lead tracking comes at the top. This is because,
accounting practice software that is limited to current business, lead tracking aims at helping accounting businesses grow in this highly competitive market.
Here are some of the things you can do with the help of the lead tracking feature of AccountantWS.
Rounded and Simplified Overview
Gone are the days of maintaining tons of client data on the computer.
Unorganized, scattered across
various documents, and hard to comprehend. Such client information is of no use
that is not at an accountant’s
An accessible lead tracking feature is crucial for any business’s success. With a single-page overview of client information, including referral channel, the preferred communication mode, and contact details, lead tracking of AccountantWS saves time and increases efficiency.
How often does an accounting firm fail to turn a potential lead into a client
due to late follow-up?
AccountantWS understands the importance of timely follow-ups and makes it
convenient with its lead tracking
Allowing accountants to put reminders within the accounting practice software and helping proactively approach clients makes AccountantWS ideal for small accounting firms.
And once a lead is turned into a client, most software requires lengthy manual processes to transfer data into the client’s segment. AccountantWS simplifies the onboarding process, too, as it allows accounting firms to automatically transfer the lead’s information into the client’s section with a single click.
Organized and Clutter-Free
AccountantWSis not only great for tracking leads and follow-up in time, but it
also helps you practice
hassle-free processes. In case a lead doesn’t proceed to become a client, the
accountant can delete the
data of the lead with a single click. This makes sure that your lead tracking
sheet is always up-to-date,
clutter-free, and organized.
The feature also allows you to add notes to highlight the most important clients or remember nitty-gritty details.
Streamline Your Lead Acquisition
If you are keen to simplify lead acquisition at your accounting and tax firm, reach out to us . AccountantWS is a modern accounting solution that helps with lead tracking , tax preparation, and much more.