A CPA, certified professional accountant, is a great credential.  These experts help many types of businesses and individuals manage their finances.  To grow their business, they should look into CRM software for CPAs.

CRM Software for Certified Professional Accountants is a very handy tool that is useful for a variety of reasons.  The main reason this software is useful is that it helps grow client bases.  Here’s how.

1. Launch Page – If you’re a CPA, you know about finance, taxes, and laws. But do you know web design?  With a great CRM software for CPAs, you don’t have to know.  Instead, the software does the work for you.  With templates, the software allows you to throw your logo onto a beautifully crafted webpage whose only purpose is to collect potential client data (also known as leads).  In fact, in today’s world of click happy people, this alone can pay off the investment in the software.  People love to search the internet for what they need.  How did you come to this page?  Searching for “CRM Software for a CPA.”  How will people find you? By searching the web CPA near me, most likely.  That just proves the point.  When these people find your website, you want them to be able to click on a form that sends their information to you for rapid follow up.  That’s the beauty of a launch page.  You’re good with numbers.  Can you afford not to think this way?
2. Contact Clients More Often – CPAs may need to reach out to clients in bulk to establish a professional relationship with leads, current clients, and lost ones. For example, if you have a list of leads, you might be so inclined to send a promotional offer. CRM Software pulls up those names and email addresses. When the holidays roll around, you might want to send a special greeting to your current customers (They love that); a holiday greeting is easy to send with CRM software for CPAs.  Those dreaded lost clients… we just never are sure where they went.  Invite them back or send a survey with the same bulk message function.  CRM Software makes all of this communication possible with a few clicks of the mouse.
3. Be professional. CPAs are good at math, but they may not kill it when it comes to making professional looking invoices.  Design and logos are a whole other ball game. Rather than strike out, today’s CPA can rely on CRM Software for CPAs that generate invoice automatically.  The best part is that payment can be collected in the software.  It even integrates itself with payment software like QuickBooks.  For a CPA, that’s a home run!

To learn more, contact CRM RUNNER. We are the experts when it comes to CRM Software that is applicable to the work of a CPA.