ClientM8™ Demonstration Videos

Analysing your client base to determine who your best clients and which clients to target in the future.

Client Selection

Choosing the most suitable clients can be the difference between 'working for wages' and being rewarded for the high level of expertise provided by Accountants.

Demonstration of the Import and Set Up features of ClientM8™ software.

How to import your client list and select your preferred criterion to determine client suitability ranking.

Introduction to ClientM8™ software

Use this simple, easy to use software to analyse your client base and get a clear picture of which clients are the most valuable to your practice.

Demonstration of the Reporting features in ClientM8™ software.

Using the 'Reports' function in ClientM8™ software to reveal the hidden picture of your client base.

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