Best Practice for Your Firm's Database

Find out how practitioners of all different shapes and sizes are tackling the subject of having various different databases, not having a clear knowledge of who their customer is or their needs, what the typical pitfalls are and how to avoid them.

From the key insights and takeaways from this session you will discover:

  • The major stumbling blocks to building an effective CRM

  • The major breakthroughs that successful firms have made

  • What is at the core of stopping a practice from making the progress they want


Go behind the scenes to find out what practitioners really think and feel and what our discussion leaders CCH are doing to help the profession develop their practices on to the next stage of commercial development.

This is the first of three sessions presented by Martin Bissett and Wolters Kluwer, focusing on CRM, the next two sessions will be about workflow and the wider practice management. The 3 session recordings are available to purchase in advance, at a special discount price via the button above,  or you can purchase this first session separately for a limited time.

Session 1: Best Practice for Your Firm's Database presented by Lee Bennett 

Session 2: Automating your practice and task management using workflows presented by Nick Moss 

Session 3: Maximising the potential of your data with business intelligence tools presented by Ian Elder 


Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

Introducing Wolters Kluwer

Wolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services.

Wolters Kluwer reported 2020 annual revenues of €4.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 19,200 people worldwide.

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    Best Practice for Your Firm's Database

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