Accounting firms

Reduce costs, improve productivity, and win more clients
with Microsoft Dynamics 365

Accounting firms: Overview and challenges

A seasoned Microsoft Gold Partner,, understands that today’s accounting firms are not only faced with staying abreast evolving accounting standards and delivering the highest quality of services, but must also be on the constant lookout for opportunities to build new practices and service lines as a source of continued growth. The unprecedented churn in the industry is causing accounting firms of all sizes to face challenges such as:

dynamics 365 for accountants
  • Increasingly complex needs of global clients
  • Changing tax laws and their application in different geographies
  • Adopting technologies to reduce cost and improve productivity
  • Building a strong pipeline of workflow, especially during economic downturns
  • Finding and retaining skilled professionals
  • Keeping firm and client data secure and safely accessible
  • Meeting client expectations that have shifted from advisory to practical solutions and value added services

To meet these challenges, accounting firms need a business application platform that can help you gain a 360-degree view of your clients, projects, finances, and people so that you can win more business, optimize service delivery, and grow your revenue and profits.

Why Microsoft Dynamics for accounting

How Microsoft Dynamics 365 helps

What accounting firms need is a flexible platform that helps meet their complex needs and at the same time be cost efficient and support the growth of the company. Microsoft Dynamics 365 enables this and delivers more value to support your activities in service of your clients.

The modular nature of Microsoft Dynamics 365 lets you choose what you need and scale up as you grow. The business applications give you real time insights about your finances and cash flows, and automate manual tasks to free up your time to focus on what’s important – your clients. You can also build long-lasting client relationships with a 360-degree understanding of your clients and grow your business.

Implementing Microsoft Dynamics 365 in your accounting firm also brings you benefits such as:

  • Ability to manage multiple clients in different geographies from a single dashboard
  • Better visibility into your company and employees
  • Increased productivity by freeing up valuable time by automating mundane tasks
  • Build a strong reputation as a trustworthy advisor by sharing impactful insights about your client’s business
  • Establish an effective digital presence and automate your marketing efforts to win more clients
  • Stay on top of changing laws and regulations in different geographies
  • Reduce cost of operations by moving to the cloud
  • Automate hiring processes with LinkedIn connect to hire the best talent
  • Keeping your data secure while accessing information on-the-go from your mobile device
Microsoft Dynamics 365 for Accounting firms

Ready to scale up your accounting firm’s business?

Why Microsoft Dynamics 365?

microsoft dynamics for accounting

Microsoft Dynamics 365 is an innovative cloud-based enterprise software solution that brings ERPCRM, and supporting business applications together as one streamlined product for a modern, simple, and unified experience. It helps run your entire business and deliver greater results by connecting products/services with people and data.

The real-time, predictive, and AI-driven insights that you derive will help you meet your business goals in sales, marketing, operations, services, and more. Microsoft Dynamics 365 is designed to provide you maximum flexibility and extensibility and can adapt to fit almost any business.

evergreen + empower for your business

evergreen + empower are our industry-specific functionality for industries such as Accounting, Advertising and Marketing, AEC, CRO, IT Consulting firms, Legal, and other project-based organizations. This 100% cloud-based family of applications is built on Microsoft 365, Dynamics 365, Power Platform, and Azure and is designed to change the way you work.

evergreen + empower


sa.go! by is a business-ready bundle of SaaS products and services that helps your business adopt a future-proof cloud platform, powered by the Microsoft cloud. sa.go! provides rapid value through a proven architecture, defined end-to-end tested processes, ready-to-use data models and report packs, advisory hours, and managed services – all packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.


11 time Microsoft Partner of the Year winner
Implemented Microsoft Dynamics in 80+ countries
Present in 25 countries across six continents
32 years of experience in the Microsoft platform
1 of 10 Microsoft vetted ISV development centers
Over 800,000+ Microsoft Dynamics users supported worldwide


Awards and Recognition


Let's Start

Email us :
Let's talk:
Follow us:
Copyright © 2023