AccountantWS Helps Drive Growth and Customer Satisfaction for Its Clients by Year-Wise Client Acquisition/Retention Analytics


Posted April 11, 2022 by AccountantWS

Accounting firms can now benefit from a rounded view of their practice and track client acquisition and retention with the help of AccountantWS
 
California – 11th March, 2022:

In the cutthroat competitive accounting industry, keeping track of client satisfaction is as hard as it can be. Many small-scale accounting firms are constantly struggling with retaining their existing clients. In a situation like this, acquiring new clients becomes a far-stretched idea that accounting firms are unable to implement.

Understanding the needs of the competitive industry, AccountantWS offers features to accounting firms on its platform that can help against these two challenges. Smart and intelligent analytics and lead tracking are the two features of this cloud-based accounting software that can help accountants and tax professionals retain existing customers and acquire new clients with ease.

“AccountantWS is full of features that can be turned into opportunities. We understand that accountancy means more than crunching numbers. Therefore, we offer features on our cloud-based system that can help accounting firms track customer retention, identify their weaknesses and leverage their strengths to gain new clients,” a representative of AccountantWS stated.

Through the customer retention analytics feature, accounting firms can monitor their performance with existing clientele. It also helps them analyze the cases of customers that are lost and identify the root cause behind this occurrence. In addition, financial analysis and practice overview are two more features of the smart and intelligent analytics feature that can improve core areas of a CPA firm’s operations.

In addition to the customer retention feature, AccountantWS also offers a lead tracking feature. This allows businesses to look into short-term or one-time clients their prospects and give the opportunity to proactively reach them. With the help of the lead tracking feature, accounting firms can identify their target clientele and actively pursue to acquire them.

The two features of the AccountantWS coupled with other platform options create seamless workflow management at accounting firms. With AccountantWS, accounting firms can enjoy a holistic overview of their day-to-day operations and organize their scheduling and workflow seamlessly. A single platform software to cater to all the needs of an accounting firm, AccountantWS is sure to make a difference in the efficiency of accountants and tax professionals. For accountants and tax professionals looking to transform digitally, this is the ideal solution.

About
AccountantWS is a cloud-based accounting and tax preparation software. It comes with integrated communication features, document storage and management, and personalized dashboards. The role-based access of the platform makes it a secure and reliable accounting tool.

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Contact form: https://www.accountantws.com/contact-us
Website: https://www.accountantws.com/
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Issued By Accountant WS
Country United States
Categories Accounting , Software , Technology
Tags accounting firm management software , best accounting practice management software , cloud based practice management software for accountants , scheduling software for accounting firms
Last Updated April 11, 2022