relentless pursuit of new software platforms and process to transform Accounting and Legal firms

We aim to see the whole picture. We analyse, we work to understand the issues that are holding you back. We’re here to build a coherent, comprehensive transformation strategy aligned to your business ambitions.

Get in touch

or find out more

CRM for Accounting & Legal Firms

Logical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.

Maximising Client Opportunity and Relationships

Driving Growth of the Firm through New Opportunities

Platform Integration, Aggregation and Consolidation

CRM Platforms For Accounting Firms

CRM - processes, technology that are aligned and future-ready. Harnessing every part of your firm to deliver growth - and to enable change, not hinder it.

About Symphony


Two of our newest clients in the USA and Australia have reduced their reliance on Practice Management in favour of SymphonyCRM but with the two systems integrated to ensure that connections to the Tax and Accounting platforms are maintained.

With SymphonyCRM positioned as the central source of truth one of these clients was able to deploy a new cloud based Document Management solution in turn providing mobile access for CRM and Documents. The next step includes deploying our TimeCapcha solution integrated to the practice management platform for mobile time-sheets.

The modern accounting firm will not benefit by deploying a CRM or Practice Management system alone. It takes much more than simply having the technology at your fingertips to make such platforms successful.

Find out more

It is widely accepted that the overall scope of a Client Lifecycle Management (CLM) implementation should encompass all departments of a law firm, which generally brings all sources of static and dynamic data, marketing processes, and value added services to a unified decision supporting platform through iterative phases of client acquisition, retention, cross and up-selling, and even client win-back.

Find out more

We know how to build a solution that makes it easy to manage the client journey data, key business relationships, track referrals, events,marketing automation, client take-on and integration to other firm wide and client service platforms.

Find out more

All the crucial bases covered

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.

  • icon

    Targeting - Marketing Automation

    Symphony marketing automation is a powerful analytic and action tool, giving marketing and sales dynamically adjusted messaging driven by prospect and client behaviours…

    Find out more
  • icon

    Referral & Prospect Management

    Symphony CRM can make all the difference to achieving clear business development processes throughout your business…

    Find out more
  • icon

    Opportunity & Pipeline Management

    You need timely and accurate data to make informed business decisions. SymphonyCRM lets you slice and dice your opportunities every way imaginable

    Find out more
  • icon

    Automation & Integration

    Today as never before, software application platforms must be able to ‘talk to each other’ and be updated dynamically – an essential state which Symphony deliver...

    Find out more
  • icon

    Practice Management

    Our approach means that practice management and CRM should operate as one. Underlying this integration is the fact that we’re committed to giving you measurable benefits – in tangible terms ….

    Find out more
  • icon


    Vendor independent mobile timesheet solution meeting the needs of todays high impact professional…

    Find out more
  • icon

    Client Management

    It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – of which CRM will be a part…

    Find out more
  • icon

    Practice Portal

    One streamlined system for all your data, at a glance

    Find out more
  • icon

    Mobile CRM

    Naturally, we don’t see CRM mobile functionality as an add-on. Today and in future, business platforms must include a mobile strategy, when users are often away from the office and their desktop...

    Find out more
  • icon

    Client Engagement

    Gaining a fuller view and understanding of the client journey is the goal, service line innovation helps it happen…

    Find out more
  • icon


    SymphonyCRM adds more data privacy for GDPR Compliance

    Find out more

Trusted by:

  • Client Pitcher Partners
  • Client Saffrey
  • Client Armstrong Watson
  • Client Hazlewoods
  • Client Mazars
  • Client Scott Moncrieff
  • Client Mc Kenzies
  • Client Goodman Jones
  • Client Dodd Co
  • Client Laine Ip
  • Client Schillings
  • Client Kreston Reeves
  • Client Moore Stephens
  • Client James Cowper
  • Client Ssf
  • Client Vistra
  • Client Bulley Davey
  • Client David Allen
  • Client Burgess Hodgson
  • Client Deloitte
  • Client Chiene
  • Client Myers Clark
  • Client Condy Mathias
  • Client Wellden Turnbull
  • Client Joannides
  • Client Ck Co A
  • Client Bssf

Hear what they say

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.

Justin Waddilove
Justin Waddilove Chantrey Vellacott

We have been working with Symphony-APS for over 11 years now. One of the reasons for that longevity is the relationship we have with them, the team at Symphony really take the time to understand the culture of our firm and make sure that the solutions fit in with that. Using that understanding and engaging with the firm means that we have been able to utilise their expertise to provide solutions that other providers just wouldn't have thought about.

Paul Desmond Saffery Champness

Symphony - APS have been a supplier of Mazars for over 10 years, I personally have worked with them for the past 3 years and we have a strong, productive relationship. The Symphony team have worked with us on a number of strategic initiatives particularly regarding integration of systems. The most recent project, delivering an integration between our CRM solution and Practice Management, has helped us to reduce processing times and improve SLAs on production of matter codes. Their experience and understanding of our business, coupled with their knowledge of emerging technologies and how they can be applied to the challenges we face is of real benefit the firm and to me with the transformational objectives of my role.

Alison Clack
Alison Clack Director of Business Transformation, Mazars

Insights from the Blog

What we’re thinking, doing, reading, saying...

For more insights, discussions and thoughts...

Read more

Get in touch today

Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…