Smart practice management. Smarter technology.

The Accountancy Landscape

Sticking to your Strengths. Investing.

Accountancy is a challenging environment for growing new business, and there’s ever increasing need to provide more innovative and meaningful client experiences. Firms have to balance existing client relationships with new business opportunities, expand with new services and expertise into new markets, and maintain client business owner confidence, on top of the ever-increasing data and accounting regulations. Without tech support, future pressures will soon catch up. We work with firms that think different and want to innovate to stay ahead.

See the Accountancy CRM Accelerator in action

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 Accountancy firms, our Accelerator takes all the benefits of the Microsoft stack and customises them to manage Accountancy Practice scenarios such as Client Groups, integration with PMS applications and support for a range of operational process for corporate and private clients including SATR, along with practice-wide Business Intelligence and Reporting. Cutting customisation means you’ll be up and running in a fraction of the time. Fast-track your expedition with our CRM accelerator.

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Challenge your business processes to revitalise productivity.

We’re experienced at deploying across multiple sites and overseas, using both remote and on-site resources, ensuring your firm is benefiting from day-1.

To minimise operational disruption and deliver benefit in the shortest time-frame, Xpedition has a consulting team of 35 available 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, for the best value and most efficient delivery.   Find out More >