Your clients are one of your most important assets. Are there smarter ways to serve them? By importing, mapping and analyzing 100% of the client data you collect doing tax, compliance and bookkeeping, we can give you and your management team the answer to that question, quickly and cost-effectively.
What's the one thing clients wish their accounting firms would do more of? Provide proactive advice, not just reactive service. Our platform makes that easy — it automatically assesses client performance and then lets you securely share the results, using data to drive the kinds of engagements clients need most.
How do you get the most from our big data, benchmarking and client management solution? By putting it in the hands of as many of your key people as you need — principals, partners, associates, biz dev, etc. To make that cost-effective, we include seats for everyone in your firm with every subscription.
There’s never a good time to evolve. That’s why most firms don’t. But if you're not moving forward, you're being left behind. To minimize internal disruption, we’ve designed our platform so you can start small — with a single partner, practice group, or segment of clients — and then scale over time.
Practice Management, Analysis & Benchmarking Tools for CPAs
Peerview Data's application was the first solution that provided us with views of all of our clients and client data. As a result, we're able to see how are clients are doing compared to their peers and proactively connect with those who need assistance.
Mike Potter, CPA, Managing Partner,
Peachin, Schwartz & Weingardt