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HubSpot CRM for Accountants

It has been our great pleasure to implement HubSpot for UK accountancy firms and see the huge difference this software can make to a business.

During 2020 and 2021, many firms were forced to review how they do business.  Processes that enable staff to work from home were at the forefront of many minds, and, being cloud-based, HubSpot absolutely meets that need.

But HubSpot enables firms to go beyond just being able to do the same work in remote locations.

HubSpot enables accountancy firms to automate processes with the aim of doing more work with the same team, whilst simultaneously improving both employee and customer satisfaction.

And, in an industry that relies very heavily on reputation and word of mouth for sales and recruitment, employee and customer satisfaction should be the focal point of any accountancy firm business strategy.

Here's a run-down of some of the ways HubSpot can be used to improve business processes, accelerate sales and improve customer retention in UK accountancy firms:

  1. Access to ALL client data
  2. Automation to accelerate sales
  3. Automated ticketing for regular jobs (like VAT returns and year ends)
  4. On-line help system for employees and clients
  5. Online document e-signatures
  6. Mobile app to update records outside the office
  7. Fully integrated marketing software
  8. 360 degree view of the client


1. Access to ALL client data

HubSpot CRM allows you to set up as many user-defined fields (properties) as you need in order to run your business.  VAT registration details, company year end and more....  You can set up fixed choices through radio buttons, check boxes and drop downs, or allow free text and document uploads where flexibility is needed.

You can customise the properties that are visible to the user on company records, contact records, service (help desk) tickets and sales deals.

You keep HubSpot in synch with your practice management system using HubSpot integration tools.

You can create dashboards of reports for your MI.

And you can automate processes based on your particular needs.

No more fiefdoms of information.

No more multiple versions of the truth contained in copies of spreadsheets.

No more missed opportunities to sell and service clients.

No big effort to create MI for board meetings. 


2. Automation to accelerate sales

Do you find yourself constantly asking your team "What happened to that sales opportunity for Company X" or "When did we last speak to client Y?"

There are four features of HubSpot that will help accelerate sales:

  1. User defined dashboard reporting
  2. Automated reminders - never miss an action
  3. Meeting links to improve efficiency
  4. List management for opportunity spotting
  • User-defined dashboard reporting 

HubSpot enables you to set up your own dashboards to report on marketing, sales and service work for your team / location / client set.  These can be exported as a PDF on a regular basis, or viewed on line with the added benefit of drill-down capabilities. All information in the dashboards is literally up to the minute.

Your personal dashboard might for example:

 - list all the clients who haven't been contacted in the last quarter

 - show all companies whose VAT returns are due next month

 - show which website pages are attracting the most number of views with a drill down to see who looked at those pages

 - and more...

  • Automated reminders - never miss an action

HubSpot allows you to set up reminders for tasks / deals / service tickets that are approaching your service levels.  So, if a deal doesn't move forward within a defined time period or a client issue is not resolved quickly, the right people are alerted to do something about it.

As for all those regular jobs like VAT returns, year end etc., HubSpot's workflow engine can be used to email reminders to your clients to provide information and set up tasks for your team.

  • Meetings link to improve efficiency

Does your team waste time going back and forth to set up a meeting with potential clients?

The meetings link function in HubSpot provides clients with access to view and book available time from your diary.  Simply keep your Google or Outlook calendar up to date, set some parameters for meeting lengths and the time you'd like to reserve in between meetings, and let your clients choose a slot that suits them.  To see how this works (and, optionally, book a slot with one of us) try this meeting link.

  • List management for opportunity spotting

Use HubSpot to automatically maintain lists of potential prospects.  The list tool enables you to set parameters for ideal prospects for each service line.  As you add new contacts into the database, they will automatically be added to the appropriate list(s) for you to prospect.

If you have a wealth management practice, for example, then you might want to set your criteria so that anyone added to the CRM who is designated as a company owner or director based in the UK could automatically become a prospect for your wealth management practice (provided you've collected the right permissions, of course!).


3. Fully integrated automated ticketing system

HubSpot's Service enables accountancy firms to record, manage and report on all client requests in a systematic way.  Service tickets can be automatically routed to the right team / person, and their progress can be monitored though visual dashboards and reporting.

We automated the creation of tickets for VAT returns and year end processing with some outstanding benefits.  Here's what we set up:

  • Instead of referring to a large complex spreadsheet to understand what work needed to be done when and by whom, tickets are created automatically for each VAT return and allocated to the appropriate team member
  • The ticket gives a complete history of activity and access to full information about that client
  • At the end of the VAT quarter an automated personalised email is sent to each client to remind them to provide the relevant information.  (They look like 1:1 emails that have been manually generated and contain all the necessary details.)
  • If clients do not reply to email requests within a certain time, an automatic reminder is sent to them.  No more having to remember to chase up clients!
  • As soon as a client replies, the ticket automatically moves to the next stage and the appropriate team member is informed that the VAT return is ready to be worked on.
  • Approval stages are built into the process.
  • When the work (VAT return or year end) is completed, there is the option to automatically send a customer satisfaction survey.

All in all, this is a very smooth process that enables accountants to spend more time doing the job they qualified for and less time on administrative actions.


4. Online help for employees

Just as HubSpot Service can be used for clients, it can also be used to provide efficient support services for employees.

Keep employees productive by ensuring they have access to helpful information and the ability to raise tickets for IT, telephone or other problems that get in the way of them doing their job.

The knowledge-base can be used to store documents, videos and guides to provide self-service password-protected online help for all employees.


5. Online document e-signatures

HubSpot's quotes module provides a seam-free approach to online signatures.  Signed documents are stored within HubSpot, but can be exported or printed if needed.


6. Mobile app to work on the go

Business card scanning and sales opportunity updates are just two of the features of the HubSpot mobile app.  As soon as you scan a business card, the details are set up as a contact in the CRM and you can start to record details of any sales opportunities.

You can view your tasks, create emails, see reports, look up contact details and more.  All on your mobile phone.


7. Fully integrated marketing

HubSpot is synonymous with Inbound Marketing and provides email marketing, a blogging platform, social posting, forms, CTAs, PPC, website analytics and a host of other marketing tools.

The great thing about these tools from an accountancy firm's point of view is the control you have over who gets what.

  • No more sending irrelevant emails to clients.
  • Easy to approve, schedule and send social posts direct from Partners and Managers (without having their personal LinkedIn log in details).
  • Easy to identify up-sell and cross-sell opportunities from the database
  • Integration with tools such as Eventbrite and Go To Webinar for event management
  • Templates, wizards and tutorials for fast, easy set-up
  • Single set of images that can be accessed by all marketing tools
  • Online help, lessons, videos, guides and 24x7 support

And, most importantly, a complete and detailed view of which areas of marketing spend lead to the most revenue.


8. 360 degree view of the client

Last, but by no means least.....this one is so simple, yet so very powerful.

When anyone in your firm views a contact or a company, they can see - ON ONE SCREEN - all of the following:

  • basic information
  • associated deals and full details
  • associated service tickets and full details
  • all emails between you and the client (even if you sent them from Outlook or gmail)
  • all notes
  • all calls (even call recordings!)
  • all tasks and their status
  • visits by clients to your website showing pages viewed, links clicked
  • marketing emails, social posts and blog posts viewed and clicked
  • form fills
  • surveys and ratings provided by them

So, if you're trying to sell a new service line, you can see any outstanding service tickets and gauge whether or not this is the right time to contact them to sell more!

Or, if a client raises a query, you can see and/or record any potential sales opportunities.

And something everyone loves - access to the CRM is free!  Anyone in your firm who wants to view and use CRM information can do so absolutely free of charge!

All in all, HubSpot is a proven CRM for accountancy firms that delivers real benefit, not just client record keeping functionality.

If you'd like to find out more about HubSpot, eg:

  • get a demonstration,
  • talk to us about using HubSpot in your firm,
  • get some HubSpot training and/or
  • leverage our HubSpot implementation experience
contact us now and book a call with one of our HubSpot consultants.

Book a Meeting

Topics: Industry Focus - Financial Services HubSpot