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Frequently Asked Questions
Should I put all my clients on Brieff?
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It depends. Brieff has been purpose-built for clients that you're having regular meetings with.
If you're having regular meetings with all your clients, then absolutely! If, however, you have compliance-focused clients, we recommend only adding clients to Brieff who are receiving a form of advisory service. This will ensure you get the most value from your Brieff subscription and avoid cluttering the product with non-active clients.
If you're having regular meetings with all your clients, then absolutely! If, however, you have compliance-focused clients, we recommend only adding clients to Brieff who are receiving a form of advisory service. This will ensure you get the most value from your Brieff subscription and avoid cluttering the product with non-active clients.
Is Brieff a reporting tool?
No. Brieff has been built to give small, innovative accounting firms the technology they need to deliver a client-centric service to more of their clients. The product helps accountants have more impactful conversations and relationships, and firms streamline their service delivery.
How do clients receive Check-ins?
Clients are sent Check-ins through email, and can also be optionally sent as an SMS. After a client has completed their Check-in, they will receive an email with their completed response.
How many Check-ins can I send?
Unlimited! Your firm can send as many Check-ins as they like to as many contacts as they'd like.
Do clients need a login?
No, clients do not require a login. Clients receive Check-ins, meeting materials and action reminders through their email. Check-ins are also mobile-friendly, and can optionally be sent to the client as an SMS. No login is required.
Will clients complete their Check-in?
Our Check-in completion rate across the product is a healthy 80%. We are always striving to make it as easy as possible for clients to complete their Check-in. We also know that clients are busy, so we have automated Check-in reminders to save you from having to follow up with clients and help get you those valuable insights ahead of meetings.
Before sending a client their first Check-in, we also recommend letting clients know why using Brieff is important and what they can expect from the product. Firms can also send clients an onboard email directly from Brieff that contains more information about Brieff.
Before sending a client their first Check-in, we also recommend letting clients know why using Brieff is important and what they can expect from the product. Firms can also send clients an onboard email directly from Brieff that contains more information about Brieff.
What if a client has multiple contacts?
Great! You can have as many contacts for a client as you'd like. Each contact can also be sent their own Check-in, which is a fantastic way to reveal a team's differences, alignments, and key discussion points.
Do you have integrations?
Yes! We have Microsoft Outlook Calendar and Google Calendar integrations to make managing meetings in Brieff quick and easy.
Do you integrate with a financial systems like Xero?
Not currently. Instead, we leverage insights from Client Check-ins to help guide and provide context ahead of meetings.
How do I get support if I need help?
We have a Slack channel where we love to hear from users about feedback, support, and even product ideas! Additionally, are always available over email and keen to meet in person when possible.
Here to help
Whether it's a question about the product, anything advisory related, or anything in between - we're here to help.