Dynamics 365 for Accounting Firms is built on Microsoft Dynamics 365 and Office 365. It enables firms to effectively manage all the aspects of relationships between clients and professional staff, referrers, support staff and management, and more.
We can customize your system to facilitate marketing, business development and client care processes automating scheduling, communications, task allocation and tracking, invoicing, reporting, resource allocation—anything where knowledge or data needs to change hands or prompt action.