How Final Ratio Improved Efficiency & Client Alignment with ZOHO CRM for Financial Services
Introduction
Client Overview
- Industry: Accounting & Compliance (Outsourced Services)
- Team Size: 10+ accountants and compliance professionals
- Location: UAE-based, serving clients remotely
Final Ratio is a growing outsourced accounting and tax compliance firm, providing services such as VAT filing, audits, and corporate tax filing for SMEs across the UAE.
The Challenge
- Staff had to manually follow up with clients for document submissions and deadline reminders (e.g., VAT filing, audit dates, tax submissions).
- Clients were not aligned with their assigned accountants, leading to delays and miscommunication.
- Sending proposals and getting signed approvals was a slow, manual process.
- Invoicing was done manually and recurring invoices had to be created every month, wasting valuable time.
ZOHO CRM For Financial Services Implementation Strategy by AGN IT Services
We implemented a connected suite of Zoho apps, including:
- Zoho CRM for client onboarding and account management
- Zoho Projects to assign work to specific accountants with task visibility for both staff and clients
- Automation setup for sending:
- VAT filing reminders
- Audit and corporate tax deadlines
- Pre-defined lists of required documents based on service type
- Zoho Sign for e-signature of proposals and agreements
- Zoho Books for proposal-to-invoice conversion and setting up recurring monthly invoices
Outcome:
- Zero missed deadlines: Clients receive automated reminders well in advance of filing dates.
- Improved staff efficiency: Accountants know their assigned tasks and timelines without back-andforth communication.
- Streamlined onboarding: Clients can sign proposals instantly through Zoho Sign, no printing, scanning, or delays.
- Effortless billing: One-time proposal approvals automatically convert into recurring invoices in Zoho Books.
- Higher client satisfaction due to clarity, proactiveness, and professionalism in every interaction
What’s Next?
Final Ratio is planning to:
- Integrate Zoho WorkDrive for secure client document sharing
- Add Zoho Desk to manage support tickets and inquiries
- Explore Zoho Analytics for client reporting and performance dashboards
Key Takeaway
By automating their systems with ZOHO CRM For Financial Services , Final Ratio aligned their clients and accountants, ensured on-time compliance, and created a seamless end-to-end workflow, from proposal to recurring billing. They now spend less time on admin and more time delivering high-value services
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