Client analytics

for accounting firms

Bring back personal touch with each client, grow your business confidently with Combinely

Bring back personal touch with each client, grow your business confidently with Combinely

Bring back personal touch with each client, grow your business confidently with Combinely

Bring back personal touch with each client, grow your business confidently with Combinely

Book a demo

Retain, win, or reprice only one client to make Combinely worth it

Retain, win, or reprice only one client to make Combinely worth it

Retain, win, or reprice only one client to make Combinely worth it

Only need to retain, win, or reprice one client to make Combinely worth it

Never miss critical client email again

Staying on top of emails is hard – it’s easy for things to fall through the cracks and let a client down.


Combinely acts as your personal assistant, reminding you about follow-ups, upcoming commitments, client concerns and outstanding replies across your team and client base.

Follow-up

Commitments

Complaints

Outstanding Replies

Follow-up

Commitments

Complaints

Outstanding Replies

Follow-up

Commitments

Complaints

Outstanding Replies

Never miss a beat

Least happy clients

Most happy clients

Most active clients

Most demanding clients

Least happy clients

Most happy clients

Most active clients

Most demanding clients

Least happy clients

Most happy clients

Most active clients

Most demanding clients

Least happy clients

Most happy clients

Most active clients

Most demanding clients

Gain real time client satisfaction & profitability report

Gain real time client satisfaction & profitability report

Proactively reach out to unhappy clients, engage with your happiest clients for reviews & testimonials, and optimize resource allocation and pricing for greater profitability.

Gain full visibility on client satisfaction & profitability

Grow your practice confidently with data-driven insights

Keep your team focused on excellent client service and track key metrics across your organisation & client portfolio to get a clear picture of performance and to make data-driven improvements.

Sentiment Analysis

100

80

60

40

20

0

Requests

20

10

0

Response Time

0

10

20

30

0 min

0min

0 min

Response Time

0

10

20

30

0 min

0min

0 min

Optimize performance with data-driven insights

Response Time

0

10

20

30

0 min

0min

0 min

Sentiment Analysis

100

80

60

40

20

0

Automated solution

No manual
team input

Combinely is fully automated, eliminating the need for manual input from your team. Onboarding takes less than 5 minutes: simply connect to your email system and upload your client list. It's that simple.

Book a Demo

Related posts

Accounting industry insights & reports

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Tom I.

Tom I.

Tom I.

Jun 7, 2024

Jun 7, 2024

Jun 7, 2024

Jun 7, 2024

5 min read

5 min read

5 min read

5 min read

Growth

Growth

Growth

Growth

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Tom I.

Tom I.

Tom I.

Tom I.

Jun 6, 2024

Jun 6, 2024

Jun 6, 2024

Jun 6, 2024

6 min read

6 min read

6 min read

6 min read

Work

Work

Work

Work

Blog Combinely - The accounting busy season is notorious for its long hours and intense workload, but with the right strategies, you can manage this period effectively and maintain your well-being. Here are some concrete tips to help you navigate this demanding period with confidence and success: ### 1. **Plan and Prioritize** Planning is crucial during the busy season. Start by creating a detailed schedule that outlines all critical deadlines, client meetings, and key tasks. Use project management tools to track your progress and ensure you stay organized. ### 2. **Delegate and Collaborate** Don’t try to handle everything on your own. Delegating tasks to team members not only lightens your load but also leverages the strengths and skills of your colleagues. Clearly define roles and responsibilities, and encourage open communication to foster a collaborative environment. Regular team meetings can help address issues promptly and keep everyone aligned. ### 3. **Maintain Work-Life Balance** It's easy to get overwhelmed during the busy season, but maintaining a healthy work-life balance is essential for long-term productivity and well-being. Set boundaries for your work hours and take regular breaks to recharge. Engage in activities outside of work that help you relax and decompress, whether it’s exercising, spending time with family, or pursuing a hobby. ### 4. **Enhance Client Communication** Clear and proactive communication with clients is essential to manage expectations and avoid last-minute surprises. Keep clients informed about important deadlines, necessary documents, and any potential issues. Regular updates and transparent communication help build trust and ensure that clients are satisfied with your services. ### 5. **Optimize Your Work Environment** Creating a productive work environment can make a significant difference. Ensure your workspace is organized and free from distractions.Consider using noise-canceling headphones or background music to maintain focus in a noisy office. ### 6. **Stay Positive and Motivated** Maintaining a positive mindset can help you manage stress and stay motivated. Set realistic goals and celebrate small achievements along the way. Encourage a positive work culture where team members support each other and share in successes. A motivated team is more likely to stay productive and deliver high-quality work. ### Conclusion The accounting busy season may be challenging, but with careful planning, the right use of technology, effective delegation, and a focus on well-being, it can be a manageable. By prioritizing tasks, maintaining clear communication, and fostering a positive work environment, you can navigate this period successfully and continue to provide excellent service to your clients. For more tips and strategies to enhance your accounting practice, stay tuned to industry resources and continuously seek ways to improve your workflow and client management.

Blog Combinely - The accounting busy season is notorious for its long hours and intense workload, but with the right strategies, you can manage this period effectively and maintain your well-being. Here are some concrete tips to help you navigate this demanding period with confidence and success: ### 1. **Plan and Prioritize** Planning is crucial during the busy season. Start by creating a detailed schedule that outlines all critical deadlines, client meetings, and key tasks. Use project management tools to track your progress and ensure you stay organized. ### 2. **Delegate and Collaborate** Don’t try to handle everything on your own. Delegating tasks to team members not only lightens your load but also leverages the strengths and skills of your colleagues. Clearly define roles and responsibilities, and encourage open communication to foster a collaborative environment. Regular team meetings can help address issues promptly and keep everyone aligned. ### 3. **Maintain Work-Life Balance** It's easy to get overwhelmed during the busy season, but maintaining a healthy work-life balance is essential for long-term productivity and well-being. Set boundaries for your work hours and take regular breaks to recharge. Engage in activities outside of work that help you relax and decompress, whether it’s exercising, spending time with family, or pursuing a hobby. ### 4. **Enhance Client Communication** Clear and proactive communication with clients is essential to manage expectations and avoid last-minute surprises. Keep clients informed about important deadlines, necessary documents, and any potential issues. Regular updates and transparent communication help build trust and ensure that clients are satisfied with your services. ### 5. **Optimize Your Work Environment** Creating a productive work environment can make a significant difference. Ensure your workspace is organized and free from distractions.Consider using noise-canceling headphones or background music to maintain focus in a noisy office. ### 6. **Stay Positive and Motivated** Maintaining a positive mindset can help you manage stress and stay motivated. Set realistic goals and celebrate small achievements along the way. Encourage a positive work culture where team members support each other and share in successes. A motivated team is more likely to stay productive and deliver high-quality work. ### Conclusion The accounting busy season may be challenging, but with careful planning, the right use of technology, effective delegation, and a focus on well-being, it can be a manageable. By prioritizing tasks, maintaining clear communication, and fostering a positive work environment, you can navigate this period successfully and continue to provide excellent service to your clients. For more tips and strategies to enhance your accounting practice, stay tuned to industry resources and continuously seek ways to improve your workflow and client management.

Blog Combinely - The accounting busy season is notorious for its long hours and intense workload, but with the right strategies, you can manage this period effectively and maintain your well-being. Here are some concrete tips to help you navigate this demanding period with confidence and success: ### 1. **Plan and Prioritize** Planning is crucial during the busy season. Start by creating a detailed schedule that outlines all critical deadlines, client meetings, and key tasks. Use project management tools to track your progress and ensure you stay organized. ### 2. **Delegate and Collaborate** Don’t try to handle everything on your own. Delegating tasks to team members not only lightens your load but also leverages the strengths and skills of your colleagues. Clearly define roles and responsibilities, and encourage open communication to foster a collaborative environment. Regular team meetings can help address issues promptly and keep everyone aligned. ### 3. **Maintain Work-Life Balance** It's easy to get overwhelmed during the busy season, but maintaining a healthy work-life balance is essential for long-term productivity and well-being. Set boundaries for your work hours and take regular breaks to recharge. Engage in activities outside of work that help you relax and decompress, whether it’s exercising, spending time with family, or pursuing a hobby. ### 4. **Enhance Client Communication** Clear and proactive communication with clients is essential to manage expectations and avoid last-minute surprises. Keep clients informed about important deadlines, necessary documents, and any potential issues. Regular updates and transparent communication help build trust and ensure that clients are satisfied with your services. ### 5. **Optimize Your Work Environment** Creating a productive work environment can make a significant difference. Ensure your workspace is organized and free from distractions.Consider using noise-canceling headphones or background music to maintain focus in a noisy office. ### 6. **Stay Positive and Motivated** Maintaining a positive mindset can help you manage stress and stay motivated. Set realistic goals and celebrate small achievements along the way. Encourage a positive work culture where team members support each other and share in successes. A motivated team is more likely to stay productive and deliver high-quality work. ### Conclusion The accounting busy season may be challenging, but with careful planning, the right use of technology, effective delegation, and a focus on well-being, it can be a manageable. By prioritizing tasks, maintaining clear communication, and fostering a positive work environment, you can navigate this period successfully and continue to provide excellent service to your clients. For more tips and strategies to enhance your accounting practice, stay tuned to industry resources and continuously seek ways to improve your workflow and client management.

Blog Combinely - The accounting busy season is notorious for its long hours and intense workload, but with the right strategies, you can manage this period effectively and maintain your well-being. Here are some concrete tips to help you navigate this demanding period with confidence and success: ### 1. **Plan and Prioritize** Planning is crucial during the busy season. Start by creating a detailed schedule that outlines all critical deadlines, client meetings, and key tasks. Use project management tools to track your progress and ensure you stay organized. ### 2. **Delegate and Collaborate** Don’t try to handle everything on your own. Delegating tasks to team members not only lightens your load but also leverages the strengths and skills of your colleagues. Clearly define roles and responsibilities, and encourage open communication to foster a collaborative environment. Regular team meetings can help address issues promptly and keep everyone aligned. ### 3. **Maintain Work-Life Balance** It's easy to get overwhelmed during the busy season, but maintaining a healthy work-life balance is essential for long-term productivity and well-being. Set boundaries for your work hours and take regular breaks to recharge. Engage in activities outside of work that help you relax and decompress, whether it’s exercising, spending time with family, or pursuing a hobby. ### 4. **Enhance Client Communication** Clear and proactive communication with clients is essential to manage expectations and avoid last-minute surprises. Keep clients informed about important deadlines, necessary documents, and any potential issues. Regular updates and transparent communication help build trust and ensure that clients are satisfied with your services. ### 5. **Optimize Your Work Environment** Creating a productive work environment can make a significant difference. Ensure your workspace is organized and free from distractions.Consider using noise-canceling headphones or background music to maintain focus in a noisy office. ### 6. **Stay Positive and Motivated** Maintaining a positive mindset can help you manage stress and stay motivated. Set realistic goals and celebrate small achievements along the way. Encourage a positive work culture where team members support each other and share in successes. A motivated team is more likely to stay productive and deliver high-quality work. ### Conclusion The accounting busy season may be challenging, but with careful planning, the right use of technology, effective delegation, and a focus on well-being, it can be a manageable. By prioritizing tasks, maintaining clear communication, and fostering a positive work environment, you can navigate this period successfully and continue to provide excellent service to your clients. For more tips and strategies to enhance your accounting practice, stay tuned to industry resources and continuously seek ways to improve your workflow and client management.

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Tom I.

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How does Combinely produce client insights?

Is it easy to start?

How is my data secured?

Don't see the feature that you want?

How does Combinely produce client insights?

Is it easy to start?

How is my data secured?

Don't see the feature that you want?

How does Combinely produce client insights?

Is it easy to start?

How is my data secured?

Don't see the feature that you want?

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It’s time to level up your accounting practice with Combinely.


Let our tech empower you to better serve your clients - because they deserve exceptional service and so do you.

It’s time to level up your accounting practice with Combinely.


Let our tech empower you to better serve your clients - because they deserve exceptional service and so do you.

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