May 26th, 2021

By: DSC

The introduction of Standard Business Reporting (SBR) by the ATO Competition from accountancy firms that have commenced outsourcing work to overseas countries .

General competition from other accountants who have already started a journey towards offering a wider range of services.

Using familiar tools that leverage existing investments, streamline processes, and scale with growth, Dynamics 365 for Accounting Firms empowers firms large and small to confront these challenges and get answers to questions like To what industries do our clients belong? What specialities could we develop to suit those industries? What products and services do clients require?

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.

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