Your Accountancy Firm Needs Digital Contact Capture
Your accountancy practice runs on relationships. Your partners attend business breakfasts, industry dinners, and client referral events every week. Your reception desk collects business cards from every visitor.
Your client acquisition starts with contact capture. Your current system of desk drawers full of business cards isn’t a system at all.
Your partners are your best networkers
Your senior partners meet potential clients at every event they attend. Your challenge is getting those contacts from the partner’s wallet into your practice management system.
Your partners are brilliant at building relationships. Your partners are less brilliant at data entry. Your scanning app removes that burden entirely — three seconds per card, straight into your CRM.
Your referral sources need tracking
Your practice grows through referrals from solicitors, IFAs, and other professionals. Your referral network is your most valuable business development asset.
- Your referral sources should be tagged and categorised in your CRM
- Your scanned contacts should note who referred them
- Your referral conversion rates should be tracked by source
- Your thank-you process should be triggered when a referral converts
- Your annual review should identify your top referral partners
Your compliance team will approve
Your practice handles sensitive financial data every day. Your contact capture tool needs to meet the same security standards as your other systems.
Your scanned data is encrypted, your access controls are configurable, and your audit trail satisfies regulatory requirements. Your compliance officer will appreciate a proper system replacing an informal card collection.