Overbase for accounting
Accountants have a large network of natural partners—advisory firms they form strategic alliances with, lawyers who refer potential clients, and boutique accounting firms that refer clients once they outgrow them
These partnerships drive growth, but many opportunities never surface because everyone's data is trapped in separate systems
Connect sales data
Both you and your partners securely connect sales data from wherever it lives. You stay in full control of who accesses what data
Overbase reads your accounts, pipeline and closed deals straight from your CRM — nothing changes in how your team works
Receive opportunities by text message
Your team receives text messages with actionable revenue opportunities. No new dashboard or tools to learn
Overbase turns the work your colleagues in other departments are doing into easy upselling. We securely analyze client documents to spot hidden opportunities. All by text message
Grow your practice
When an advisory partner or a referring lawyer sees a client who needs your services, the introduction lands with you first
You bring on new clients without chasing leads, and you send opportunities back to your partners. Strategic alliances turn into a steady stream of new engagements and recurring fees
Your practice
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