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.
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.
Marketing Campaigns, List Management, Events, Email Marketing, Social, Client Surveys, Marketing Analytics
Client & Industry Teams, BD Capture Plans, Cross-Practice Selling, Project Leads, Opportunity Management, Competitor Tracking, Customer Analytics
Engagement History, Employee Experience, Qualifications, Dynamic Resumes, Engagement Profiles, Proposal Doc Assembly
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.
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