Accounting practice solution

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Historically other platforms have been associated with the Accounting sector, but Microsoft Dynamics 365 has an account vertical, created to be scalable and cost-effective. D365 benefits from a 360-degree view, and functions in ‘real-time’!

Legacy platforms can be integrated so D365 becomes the hub, and accounting specific gateways can be utilised as a resource in the real-time scenario too.

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Dynamics 365 is easily scalable and is cost-effective too, as you will only buy Licences for the aspects that you will need. Why not take advantage of a Free consultation today?

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Working with many platforms open at one time?

Use Dynamics 365 to drive the system, with all other platforms integrated so you get a 360-degree view. Xero and Sage accounting packages have integration with D365, and information from HMRC and/or Credit agencies can be ‘formulated’ easily within your system.

Why would an Accountant use Dynamics 365?

Keep track of your clients’ core information allowing you to easily see a 360-degree view of their key dates, next actions and track running costs.

Is Dynamics 365 suitable for the Accounting sector?

Historically there have been other platforms for the accounts sector, but they all have missing elements and are stronger in some areas than others. With Dynamics 365 the gaps are filled, your Inturi consultant will work with you to configure the features you require.

The D365 practice edition allows flexible licence options which provide full, medium and light-touch users.

Does my accounts package give me the reporting in need?

You can construct your reports, chart and dashboards as you require it to be, so you can see a 360-degree view. This may include Customer information and accounts, and key dates for them eg. for VAT returns, their credit score, their company information integrated directly from HMRC.

Does D365 cater for multiple clients, employees and freelancers?

The practice solution is built specifically to manage multiple clients within your system, providing you details of both ‘client by client’ and from a practice perspective. Practices can view detailed costings and profitability of each client, allowing you to seek out new opportunities, forecast, and resource your upcoming workload.

We have been working with Clare Kay, CEO of Inturi, for many years. We find communication is easy with Clare as she can explain things that are highly technical in a clear and concise way.
Nikki Riddle - Marketing Manager
The Licences I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.

The Dynamics 365 healthcare vertical and has everything we need, meaning that it can be configured to a bespoke structure for us. In addition, all system updates from Microsoft will automatically transfer to our cloud-based CRM
PronoKal UK - Doctor Philip Bazire
Receiving both positive and negative feedback from our customers has always been really important in helping us to minimise client churn and in providing us with testimonials and reviews.

The new system allows branches to receive all feedback from the surveys in real-time.
Paul Stairmand - Senior Marketing Manager
Toby, Clare and the team at Inturi constantly provide helpful solutions to how Businesses can operate more seamlessly and efficiently. Cant help but to be impressed.
Clover HR - Michael Doolin
Great, knowledgeable team that managed to deliver to our tight timeframe. Would recommend.
Cowry Solutions - Nigel Ridpath
Close contact with the development team, listening to their explanations, meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new Dynamics 365 CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.
PronoKal UK - Doctor Philip Bazire
Professionalism, Quality, Responsiveness, Value.
Vietec - Danielle Connelly
Excellent friendly service, created the best solution to meet our needs, highly recommended.
Clover - C L Howitt
We have been working with the team at Inturi for over 6 months and they have significantly opened our eyes to the possibilities available to us through their knowledge on digital transformation, CRM and Microsoft technologies.

They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
Benjamin Drew - Director of Innovation & Skills
The Inturi team assured me that their adaptation of the Dynamics 365 environment would always be under my control. I have the assurance of knowing that another Microsoft partner would be able to step in - I would like to add, that I have no reason to think that I would part with Inturi though.
PronoKal UK - Doctor Philip Bazire
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