Informanagement UK
Connections and Auto profiling
Connections and Automated Client Profiling - no need for excel sheets, less maintenance.
Today’s accounting firms need efficient, personalised client communication. Connections and Automated Client Profiling ensures every client receives content that’s relevant to their individual circumstances, helping you strengthen relationships, demonstrate expertise, and generate more opportunities for advisory conversations.
https://www.informanagement.co.uk/our-services/connections/
Other products & services
The Informanagement app for accountants
Featuring tax calculators, the latest tax news, plus more...o
Digital tax book
Tool to assist with tax situations, business navigation and dealing with the complexities of business taxes with ease.
Fact sheets covering tax and other business advisory areas
Branded fact sheets covering topical tax and other business advisory areas
InforMailer
A powerful bulk mailing tool designed specifically for accountants and professional practices.
Professional websites for accountants
A branded, mobile-optimised website that includes a regular tax and business advisory newsfeed, plus more...
Social Media for accountants
Share current tax updates, practical tips and demonstrate you are proactive, up-to-date, and accessible to clients.
Personalised newsfeed
The latest tax, financial, and business advisory news published weekly to websites.
Monthly client email newsletter
Profile and send content that is relevant to your clients.