How to Select a CRM Portal for CPAs?

Submitted by tinamathew2020 • September 22, 2020 www.mycpadashboard.com

Recently, the topic of choosing a CRM portal for CPAs came up in a discussion I participated in. What resulted was a great matter of discussion. Finding customers for your business, founding, and maintaining strong relationships with them is not an easy task. However, you can easily tackle all these challenges with the help of a CRM system for accountants that permits you to optimize and rationalize your communications with current and new clients. Remember that the better you know your clients, the stronger your relations are.