ICB is pleased to announce that Exact Online has been officially accredited

Exact Online – Integrated Accounting & Job Management (CRM) for Bookkeepers

Exact Online Accountancy provides bookkeepers with the ability to not only manage their clients bookkeeping but also the capabilities to manage their own business through their integrated Customer Relationship Management (CRM).

Exact’s CRM enables bookkeepers to create workflow action items, reminders enabling you to work and track all clients’ from one central place. The CRM is where you can store all your clients’ information, track money laundering identification, quotes and much more. Marketing campaigns can be created with the integration of MailChimp and all related activity can be tracked.

Our Bookkeeping functionality provides you with everything you would expect from a bookkeeping product and includes (but not limited to); fully customisable financial set- up, automated bank fees, online filing for VAT returns and full Asset Management (automated depreciation plans). It also includes an inbuilt digital mailbox as a way to seamlessly collect documents from clients via a mobile App or a simple email address.

All templates, such as quotes and invoices are fully customisable. This includes the layout, colours, fonts and the ability to have multiple logos; for example - your businesses and ICB’s on all documentation.

ICB & Exact

The Accountancy Portal is free of charge and to recognise our accreditation and partnership with the ICB we have a pricing structure in place for bookkeeping that we would be happy to discuss with members.

The Exact UK team

The UK team is primarily based in London and includes; Sales & Marketing, Product Management, Support, Account Managers and trainers so we are a team fully focused on the UK market. Our Support team can be reached through various means including a free phone number.

Who are Exact?

Exact is a top 25 European software provider offering accounting, CRM and industry- specific solutions for SMEs in the Accountancy, Manufacturing, Professional Services and Wholesale Distribution sectors.  We now have over 200,000 companies using Exact Online.

Paula Veysey-Smith on behalf of ICB says:

“It takes cloud based accounting to the next level by utilizing the ERP functionality to extend what can be achieved by cloud based accounting products.”

“With the right support and training the Exact Online product will offer a practice the opportunity to not only add value to their clients work but also to grow themselves.”

“As ICB Certified Bookkeepers we look to offer more than just bookkeeping to our clients and the functions of Exact Online will give us the ability to do just that.”

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