Losing Visibility Into Client Needs? You’re Not Alone.

Accounting firms are drowning in data but not the kind that drives growth.

How many firms can confidently say they know which of their top clients are at risk – and which are positioned for new growth? This playbook shows how accounting solutions like relationship intelligence deliver the visibility CPA firms need to protect key accounts, uncover expansion opportunities, and drive sustainable advisory revenue.

Most CPA firms struggle to see which clients are at risk and which are ready for new growth. Leaders often rely on lagging indicators, only realizing a relationship is vulnerable once it’s too late. Without visibility into fading engagement, neglected contacts, or over-reliance on a single partner, firms miss the chance to act early and expand strategically.

What this playbook delivers

Identify at-risk clients and uncover hidden growth opportunities before it’s too late

Monitor relationship activity across partners, offices, and key decision-makers

Leverage enriched contact data to fuel cross-sell, upsell, and long-term advisory revenue

Ready to step into a partner’s day?

See how top firms use Introhive’s accounting solutions to spot revenue gaps, strengthen client engagement, and expand advisory services – all in under 2 minutes.

What firms are seeing with Introhive

What our customers say

LBMC

“I use Introhive every day. To me, it is such a powerful tool to be able to... look at when we’re doing market research or when we’re trying to identify cross-selling opportunities. For example, we had a new service line person coming in who had five targets, and I was able to go into CRM, go into Introhive, and tell him who internally had the best relationships and facilitate internal meetings so that he could get in front of that client.”

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Evelyn Partners

“Introhive allows you to see all emails and all meetings that happen... between all the practitioners in your organization; there’s an algorithm that gives you a score on the depth of that relationship. We can easily see the strength of those relationships, and identify any gaps so that we can not only manage those relationships but leverage them and really add value to our clients.”

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“The return has been remarkable.”

See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

“Implementing Introhive was one of the simplest we’ve come across.”

“It almost seemed too good to be true.”

“We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”

“It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”

“It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”

Frequently asked questions

How are modern accounting solutions driving growth for CPA firms?

By surfacing real-time engagement signals, firms move beyond compliance work and into high-value advisory services.

Why is relationship intelligence critical to today’s accounting solutions?

Because transactions alone don’t tell the whole story, Introhive reveals who knows whom and how strong those ties are – essential for client retention and cross-sell success.

What should CPA firms look for when evaluating accounting solutions?

Prioritize platforms that go beyond automation. Look for systems that unify client data, automatically enrich contacts, and help identify strategic growth opportunities.