CRM

CRM Software for Accountants in Practice

Digita Practice Management lies at the heart of our integrated suite providing accountants with central client information; however our powerful CRM software also provides you with the tools needed for effective Client Relationship Management which will enable you to manage your practice more efficiently.

Benefits to your business

Forms Creator

Create forms directly from the client card using the available clients’ details before posting to the necessary government department.

Letter Writing

Digita Document Creator fully supports letter writing and mail merging. By using Microsoft Word templates we give the user the ability to integrate data from Digita Practice Managements central client manager into easy editable templates.

CRM – Client Relationship Management

Digita Document Creator has made marketing your ancillary services to your existing client base really easy. Simply create your own criteria and add contacts to it. Manage and generate lists of Christmas card recipients, your IFA service clients or your insurance service clients. You could, for instance, easily send a letter or an email to all those clients who weren't taking advantage of those services.

User Defined Fields

The User Defined Fields tool enables you to create your own information fields for contacts/clients and use them for filtering and mail merging clients and contacts.

For more information visit our Practice Management Software page.