What are your biggest operational challenges?
For us – making sure that the client responds to us in a timely manner, we service our clients on a weekly basis, bottlenecks due to lack of communication can have serious knock on effects.
For our clients – trying to do everything themselves rather than relying on experts to help them.
How has Arthur helped you overcome these challenges?
We no longer need to go back and forth with our clients to resolve discrepancies. If we need to clarify something, we refer to Arthur in the first instance as Arthur holds all the relevant financial information.
What add-on features do you find most useful?
Arthur’s integration with Xero and QuickBooks. The synchronisation of data is key to helping us manage client accounts. We also love the reporting – it’s fully flexible and easy to use, clients are often impressed with the level of detail and clarity.
How did your clients find the on-boarding process?
We always recommend that our clients use Arthur’s on-boarding service, it’s the quickest and easiest way to make sure everything runs smoothly from day one.
You’ve been using Arthur for a while now, what do you think of their ongoing customer support?
The instant live chat is invaluable, and the support team are also very good at replying to emails.
How much has your business grown since you started using Arthur?
Our business has almost tripled since we started using Arthur. The team have actively promoted our services to thousands of property managers. These property mangers really value having financial advisers with expertise in the specific management software they are using.
The combination of Arthur and accredited accountants is one of the most cost effective and powerful solutions on the market.
How much time has using Arthur saved you and your team?
The amount of time we’ve saved is immeasurable, we no longer have to untangle the mess that clients often used to get themselves into. With proper onboarding and maintenance, the Arthur system simply doesn’t allow problems to arise, which is a huge relief for us and our clients.