Simplicity is the ultimate sophistication. We aim to see the whole picture, to understand the issues that are holding you back and build a coherent, comprehensive technology transformation strategy aligned to your business ambitions. Symphony – APS is the most experienced supplier of Practice Management, CRM, Integration and Automation solutions to accounting and legal firms in the UK, USA and Australia.
Get in touchLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
SymphonyCRM, Powered by SugarCRM, including specific industry modules. Winner of the CRM Software of the Year Award 2019. #DAF
Automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
World-class enterprise practice management and business intelligence capability. Trusted by top 100 firms in the UK, Ireland, Cyprus, Malta, USA, Australia and NZ.
Provides key client data from multiple systems at the click of a button, allowing you to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities
"Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none" - Adam Irwin, COO, Pitcher Partners - Sydney
Having solved the practice management requirements for leading accounting firms over many years we extended our expertise into CRM software solving accountants integration and automation demands. Moving from the historical representation of data to technology solutions that provide actionable insights, in real time, to enhance performance and growth has become a key focus.
Find out moreWe are focused on top decision-makers from SME law firms across the UK providing solutions in relation to CRM, Client Sense and our Envision expertise.
Find out moreEnvision creates a deeper understanding of your firm, its component parts and the truly unique business-critical issues that affect your success every single day. Envision will unearth your WHY.
Find out moreLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
We analyse your business in forensic detail. Because when you’ve factually defined the issues in full, you can fully understand what changes must be made.
We’re obsessively holistic about this. Implementing technology, aligning business processes, and dovetailing legacy systems with the whole – it all has to harmonise beautifully to achieve your goals.
Moving forward, we maintain the momentum, building on our partnership with you to develop new solutions that deliver ROI and support the changes and growth of your firm.
We’ll get your CRM, processes and systems all aligned and future-ready. So every part of your business can be easily harnessed to deliver growth - and to enable change, not hinder it.
No two businesses are the same, each challenge is different. So we maintain a comprehensive ‘library’, from which we can mix and match the right elements to build your truly bespoke solution.
Powered by SugarCRM and adapted to meet the demands of the modern accounting firm. CRM Software of the Year 2019 - Digital Accountancy Awards
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Client Sense automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
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Solving the client take-on, AML, risk assessment conundrum with SymphonyCRM and Engagement Centre
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Accounting Practice Management systems will continue to change and will continue to adapt in the 2020s. Trusted by top 100 accountancy firms in the UK, Australia, USA and New Zealand.
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It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – The award-winning SymphonyCRM and Practice Portal deliver a range of choice for legal and accountant client management.
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The business case around using APIs is already established – it’s understood and using them is desirable. Efficient synchronisation of master records and transaction data.
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With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
“Right from the outset, the Envision™ process allowed us to quickly establish what was important to the project and just as importantly, what was irrelevant. The process has proved a constant source of reference, ensuring we remain on track and deliver the outcomes most important to the practice.”
Chantrey Vellacott had a long and well established business relationship with APS. So when the Firm initiated a strategic business transformation plan, a critical part of this was the identification and purchase of an appropriate Client Relationship Management system, to which Symphony became our natural choice. To hit our key objectives in the project we required complete compatibility with our Practice Management System, along with a consistent data collection, management and reporting capability. This then allowed us as part of the bigger strategy to put in place a robust framework to introduce and deliver clear sales processes across the firm. The full development of our customised version of Symphony was challenging, but the journey was made seamless by our professional working partnership with Symphony - APS.
Over the last sixteen years we have relied on Symphony to be a knowledgeable, flexible and valuable sounding board, acting as a catalyst for many of our investment decisions. Our recent strategy workshop, facilitated by Brian Coventry, enabled us to align our IT strategy directly with our business development strategy, setting both context and prioritisation for all stakeholders within the business to understand.
What we’re thinking, doing, reading, saying...
We recently held an interactive webinar focusing on how legal and accounting firms can create real-time visibility to identify, protect and grow client relationships. One of the key points discussed in this webinar was about the challenges faced by marketing and business development teams.
We recently chatted with Adam Irwin, Chief Operating Officer, Pitcher Partners – Sydney, for further insight into how Symphony helped the accounting firm. Watch the video to understand how a holistic approach has provided the firm with increased visibility of opportunities.
Relationship Intelligence
Our CEO, Brian Coventry, has shared his insight into how your accounting firm can unlock data to win work and keep clients in the latest issue of International Accounting Bulletin.
For more insights, discussions and thoughts...
Read moreTalk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
