27th July 2020

HOW LILY SUPPORTS ACCOUNTANCY FIRMS

At Lily, we always look to create efficiencies and tailor our solutions to help our customers work smarter, not harder. These are just some of the ways that we’ve tailored our solutions to the specific needs of accountancy firms.

1. Easily communicate with your customers and team

The “new normal” means people are now used to virtually speaking face to face. We provide accountancy firms with video conferencing software, wherever they are, on any device!

Microsoft Teams is a great collaboration tool, the screen share functionality allows the other call participants to easily view documents such as spreadsheets and reports, allowing accountancy firms to provide more value during calls. Another great function is the collaboration of Microsoft 365 apps; your entire firm can collaborate with Word, Excel and PowerPoint via Teams. Users can see real-time edits or additions their colleagues are making to a document.

2. Call recording on demand

We understand it’s important for accounting firms to have access to calls to help protect the business. Our solution enables accountancies to call record on demand - this means they can choose which calls to record. This ensures they have the files they need for future reference, whether it’s for reassurance, quality checking or training.

3. Integration with your CRM

Our solution integrates with a number of front of house CRM systems. The integration helps make processes more streamlined and efficient.

4. Unique permission levels

SharePoint allows for easy sharing and collaboration of your files. It’s a great tool for accountancy firms as you can setup a variety of permission settings, allowing for different access levels depending on how senior each member of the team is.

Access your files from anywhere and on any device and be confident in knowing your information is secure as everything is stored either in OneDrive or SharePoint. A common misconception is that if it’s in the cloud, it is backed up, but in reality, it’s just stored on someone else’s equipment, therefore everything still needs to be backed up.

These are four ways Lily supports accountancy firms in being more efficient and protected, all because we want to help collaboration and improve the customers experience.

We hope you enjoyed reading this blog. If you’re are interested in finding out more about how we can help your accountancy firm, please click here to contact us.

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