What is accounting360?
Built on Microsoft Dynamics 365, accounting360 is a complete marketing, business development, experience management, and relationship intelligence solution purpose-built for accounting firms.
accounting360: Power your firm's growth
A comprehensive marketing and business development suite designed to help accounting firms optimize their relationships, identify and capture more work, and grow their revenue and profits.
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Marketing
Marketing Campaigns, List Management, Events, Email Marketing, Social, Client Surveys, Marketing Analytics
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Business Development
Client & Industry Teams, BD Capture Plans, Cross-Practice Selling, Project Leads, Opportunity Management, Competitor Tracking, Customer Analytics
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Experience Management
Engagement History, Employee Experience, Qualifications, Dynamic Resumes, Engagement Profiles, Proposal Doc Assembly
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Relationship Intelligence
Automated Data Capture, Clients & Contacts, Activity Tracking, Who Knows Who?, Data Quality Management, LinkedIn Integration, Relationship Scoring, Relationship Analytics
Why accounting360?
Our unique solution, purpose-built for the accounting industry, provides an integrated marketing and business development platform to help accounting firms manage their growth initiatives—any time, from any location, on any device.
- Leverage your firm's relationships to drive innovative cross-practice business development strategies and uncover and win more new work.
- Harness your firm's experience by easily finding and highlighting your most relevant experience and qualifications to win more proposals.
- Improve marketing and business development insights with built-in dashboards and Power BI analytics.
- Put generative AI to work with embedded Copilot scenarios for generating content, summarizing information, and automating manual tasks.
Harness the power of Microsoft
accounting360 is built on the Microsoft cloud platform, seamlessly connecting your productivity and collaboration tools with your marketing and business development processes. Work inside of Outlook to drive improved access and user adoption. Collaborate on clients and opportunities inside of Microsoft Teams. Leverage Power BI for advanced marketing and business development insights. And so much more!
Resources for accounting firms