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Why an accounting CRM upgrades customer value

Why an accounting CRM upgrades customer value


Apr 14, 2021

5 min read
Client portal view

Illustration by Natasha Remarchuk from Icons8

In today’s on-demand world, it is evident that accounting CRM has become a critical component of the client-accounting firm interaction.

Uku understands this.

How does Uku’s tailored accounting CRM add more customer value?

Building a CRM for our accounting practices means better serving their customers and teams.

Uku’s accounting CRM:

  • reduces the time taken to process documentation
  • ensures clients are educated
  • re-prioritises resources from task management to more value-adding services
  • boosts client satisfaction
  • creates more time for accountants to achieve a better work-life balance

Research backs up why we are doing this. Dimension Data found that:

  • 73% of customers prefer using a company’s website to social media, live chat or SMS.
  • 40% of consumers prefer self-service over human customer support
  • 70% of customers expect a company’s website to include self-service technology.

Companies from all industry sectors recognise this change in consumer behaviour and are implementing CRM’s – accounting included.

What will using a CRM for accountants and their clients?

An accountant has deadlines to worry about on behalf of their clients. These deadlines must not be missed, or penalties are usually applied (if we consider HMRC as one example).

Deadlines create worry, exacerbating stress and anxiety for accountants in an era of learning new rules and regulations due to Making Tax Digital, Brexit and the COVID-19 pandemic.

CRM is a useful tool where both accountants and their clients can interact to meet the same deadlines.

Clients feel more engaged if they can directly impact a process, empowering them to further understand what is needed to meet their accounting and compliance goals.

Clients can take more ‘ownership’ of the accounting process by gathering documentation or providing further information on business transactions without being reminded by their accountants, thus rapidly reducing stress and meeting deadlines much further in advance.

And the stress and worry are not only reduced for accountants. With increased ownership of the accounting process, clients can ease their anxieties about meeting their deadlines, for instance, paying employee salaries or corporation tax returns.

Accounting CRM makes the relationship between accountant and client more transparent. It reduces stress and mutually benefits the entire business workflow by making it faster and more efficient.

Driving more customer value

If you’re a customer, using a self-service portal can mean you never have to wait on the phone or in line for help or advice.

Clients can do everything on Uku’s website.

And the best part is that it usually only takes a couple of minutes for them to complete what they need to do.

And if you’re a business owner, technology like this can be really helpful in getting your client’s needs met quickly so they don’t need to contact you anymore.

It’s good because when your clients are happy with your services, it helps improve your reputation, meaning more time to create more future business.

Uku’s accounting CRM is always there for you.

Keep it simple.

Take a look at Uku’s accounting practice management software, designed for all business types. We have a 14-day free trial complete with a personalised demo and onboarding to convince you!

Uku has all the features you need, none of which you don’t.

Juuli Pihel
Marketing Specialist at Uku

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