CRM Accountancy

Smart practice management. Smarter technology.

The Accountancy Landscape

Technology for the firm of the future

Accountancy today is no longer only a referrals based business. We know that you need to identify and win new clients to stay ahead of the competition. In addition, you need to provide the next-generation of accountant with the next-gen technology in order for them to carry out their tasks as efficiently as possible. And you need to be delivering the very best client experience possible if you are to win and the next-generation of client.

The Xpedition Accountancy CRM Acclerator is a next-generation CRM designed for the next-generation of accountancy practice.

Built on the powerful Microsoft Dynamics 365 platform, the Accelerator integrates seamlessly with Microsoft Office 365, Outlook, LinkedIn, Power BI and many other powerful applications to deliver new levels of insight across each and every relationship.

Discover what the Accountancy CRM Accelerator can do for you

We understand how Accountancy Practices can gain competitive advantage and deliver intelligent solutions that drive results.

A Chosen CRM System

The Accountancy Practice CRM Accelerator

Launching a CRM project is one thing. Making sure it will unify your firm and deliver real business value is another story. To maximise your projects’ success, it’ll need all the help it can get. The Accountancy Practice CRM Accelerator is a big step towards that.

Built on Microsoft Dynamics 365 and tailored to help the accountancy firm of the future meet it’s many challenges, the Xpedition Accountancy CRM Accelerator weaves years of Xpedition experience and technological know-how with the familiarity of the Microsoft ecosystem to set you on the path to becoming a firm of the future.

Fast-track your expedition with the Accountancy CRM Accelerator

Implementation

Challenge your business processes to revitalise productivity.

Xpedition’s has experience of deploying complex projects across multiple sites, both in the UK and overseas. We use both remote and on-site resources to ensure your firm is seeing value from the very first day.

To minimise operational disruption and deliver benefit in the shortest time-frame, Xpedition calls on the highly experienced consulting team to plan and implement your solution. An industry-leading project manager will co-ordinate the project, calling on the appropriate experts at the right time to ensure efficient delivery for the best value.

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