Structure your advisory.
Demonstrate value to clients.
THE PLATFORM FOR ACCOUNTANTS GROWING ADVISORY
not the workload
The platform to unlock advisory
Stay a step ahead
Easily create and send "Check-ins" to your clients to gain valuable insights ahead of your meetings. Use Brieff’s question bank and templates, or create your own!
Share the load
Unlock the power of teamwork to prepare, complete, and close your advisory meetings - all in Brieff! Dashboards, templates, agendas, notes, and one-click meeting summaries are just a few of the ways meeting workflows enable collaboration and consistency across your firm.
Show your value
Use actions, key results, and goals to create a traceable and measurable journey for every client. Showcase achievements to demonstrate the value you drive through your services.
What our users are saying
Brieff has helped to systemise our advisory offerings with scheduled client check-ins, helping to improve oversight and client relationships, build processes into regular advisory meetings (to allow team members at every level to be involved) with question stacks and customised agendas, and so much more. Everything you need for your advisory meetings all in one place (future and historic), we are ALL IN to that."
What I appreciate the most about Brieff is its centralised platform that elegantly combines notes, actions, and pre-meeting check-ins. The pre-meeting check-ins have been game-changing; they allow us to customise advisory sessions based on what our clients actually need, making our service genuinely collaborative.
Since implementing Brieff, not only has our internal process improved dramatically, but we've also been able to deliver a much more tailored and impactful service to our clients."