US & Canada: (866) 824-5452Losing 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.
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…
“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…
“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.
“It almost seemed too good to be true.”
See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
“It almost seemed too good to be true.”
Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
“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.”
“It almost seemed too good to be true.”
See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
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?
What should CPA firms look for when evaluating accounting solutions?