ACCOUNTANCY PRACTICE MANAGEMENT
Tolvern Accountants were using a mix of disparate spreadsheets and paper forms to manage hundreds of clients. After analysis of what areas of the business would benefit most from digitisation, we built an initial CRM and Billing platform, that eventually grew to include Employee Time Management, Client Return Scheduling, and Marketing Communications.
Technologies Leveraged:
• Claris FileMaker Pro
• Claris FileMaker Server
• Companies House Rest API
