Mazars Saves Over 2,000 Hours Annually
In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.
A strong practice management platform has at its heart three core elements.
Once the go-to platform for perceived ‘CRM’ and other marketing requirements, practice management systems are evolving to become part of a wider integrated technological landscape, giving up responsibility for data capture and information storage to solutions that are stronger and more capable of meeting the demands of today's accounting practice.
Workflow and scheduling modules are a positive existence in accountancy Practice Management software ensuring activities such as filing tax returns at Companies House are performed in a timely manner. Firms, therefore, look to integrate with third-party solutions to drive productivity and profitability of client work by eradicating duplication and streamline administration.
Symphony has developed a unique vision for mature Practice Management platforms to integrate with a range of other software platforms to help firms take advantage of this broadening digital world and forward into the future of this changing landscape.
New client and matter records generated from SymphonyCRM. Synchronised CRM and PM data with Practice Portal.
A robust scalable PM solution complimented with mobile time capture and workflow.
Moving beyond the pdf fee or statement to electronic presentation in an interactive manner to facilitate electronic payment, faster settlement via an online portal for managing debt.
A firms ability to take action requires an analytical platform that provides insights into performance and behaviour. Only then does the data mean anything.
Practice Management must do what it does best and at the same time collaborate with client relationship life-cycle platforms.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…