CPA firms often have difficulty tracking the progress of tax returns as the paperwork makes it way through their internal work flow. In most cases, a client will drop off a return, and various accountants will perform the work depending on the nature of the return and an individual’s preparers availability. Typically, this involves a lot manual procedures, which in turn leave managers with little ability to assess efficiencies, or to identify where bottle necks are occurring. Oftentimes, when a client calls to inquire the status of a return, there is no way to quickly determine how far along in the process it is; employees have to manually track down files or ask around to find out who is currently working on it.
While not a traditional use for customer relationships management, Microsoft CRM can easily be configured to give CPA firms an easy and intuitive way to improve their workflows. To learn more about this and other creative uses for Microsoft CRM, download 24 Wildly Creative Uses for Microsoft CRM.
By Intellitec Solutions,