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connected accounting

How Accountancy Firms Are Taking More Meetings Online

Our practical guide to client engagement. You hear it everywhere, client engagement is a hot topic in accountancy.

Now it's time to get practical:

  • Organise more frequent client meetings that add value.
  • Demonstrate that you are a trusted business advisor.
  • Share the right financial information and reports at the right time.
  • Stay relevant as an accountant in the digital world.

 

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Trusted by leading firms:

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Download your copy today to discover:

Communications 48px

Clear and actionable tips for having quality online client meetings.

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An impartial review of the best online meeting tools available.

Metrics 48px

Tried and tested guidelines on how to present financial information.

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Integrates with leading financial software you already use, including:

xero
qb
sage-50
sage
sap

Take the first steps today to becoming a connected accountant and future-proof your firm.

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