Streamline your tax consultancy's business development with enriched data, relationship intelligence, and efficient pipeline management for a thriving practice.
Business development for tax consultants involves understanding industry sectors, growth opportunities, and consistent sourcing of new clients and referrals. However, Tax Consultancy Partners and their Associates often face the challenge of identifying and securing clients that align with their expertise, resulting in time-consuming and inconsistent efforts with significant revenue implications.
Prospector PRO provides tax consultants with a CRM that accelerates client acquisition and relationship building. Access enriched data on individuals and businesses to better match your tax consultancy services, deep relationship intelligence to find the warm introductions that will secure new clients more efficiently, and straightforward client pipeline management that delivers insights to partners and other key stakeholders.
Partner with your colleagues to collectively leverage each other networks and request personalised introduction to your next big deal.
Save 7.5h of manual data entry and updates per week. With our automated CRM record enrichment system capturing all interactions, giving you and your team the visibility necessary to focus on building your future revenue pipeline.
Turn your relationships into revenueRequest Demo