I’ll come right out and say it: it drives me crazy when I have to fill out a contact us form and then jump through hoops and email back and forth to set up time with an accounting or tax firm that I want to do business with.

As a potential client, I want to call the shots, and it turns out I’m not alone. As buyers, 75% of us now prefer digital self-service and remote interactions (chat, Slack, Zoom, etc.) over face-to-face and phone and email. And no matter the stage of the journey we’re in—whether just looking for a firm or we’re in a long term relationship—clients want convenience, speed, and an entirely digital experience.

Introducing Web Presence: Part of the Digital Front Office

The best way to provide value to your prospects and clients? Give them control of the entire process without limitations. 

It’s becoming more common for prospects to talk to their peers in digital channels to learn about what financial strategies they’re implementing long before they reach out.

One key component of the Digital Front Office is the front facing prospect experience. We call this Presence. Let’s dive deeper into how Presence works.

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Part 1: Let prospects find everything your firm offers.

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CountingWorks PRO website builder lets you showcase every service your firm offers, design engaging niche landing pages and write content for every niche. It’s never been easier to have a mobile friendly, search optimized, professional website.

Your website is your most valuable new business tool—whether you grow through referrals or marketing. 

Part 2: Grow more profitably with less time.

Creating content, marketing content, and distributing content is critical if you want to get found online and grow your firm. This is also the most difficult and time consuming part of marketing. 

For firm owners wanting to grow, but with no time this means you can continue to focus on client work: expanding margins, delivering world class services while CountingWorks PRO fully automates the time consuming marketing tasks needed to drive future growth.

Part 3: Start booking more meetings without the email back and forth.

Convert more website visitors to qualified leads and clients without having to lift a finger. Presence comes with a host of features such as reviews to build prospects trust the way they do research today and automated practice chatbots that answer routine questions and automate the scheduling process to eliminate the pesky and annoying back and forth.

Ready to give your prospects the digital experience and freedom to engage with your firm on their terms—and get marketing completely off your plate?

Get started with a trial of Presence today.

Schedule a free demo with our experts.

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