Chartered Accountants’ Benevolent Association (CABA) is a charity that provides a holistic service supporting Chartered Accountants in need of financial support, counselling, advice or information, as well as providing stress management and wellbeing training.

They have been supporting current and former members of the Institute of Chartered Accountants’ in England and Wales (ICAEW) and their dependent family members since 1886 and now employ in excess of 50 people.

Download our Case Study to find out the full list of benefits CABA received following their decision to implement Workbooks CRM, including:

  • The benefits of moving to a tailored CRM (from Access) 
  • How linking up multiple applications including Sage enabled a bigger picture of their financial position.
  • Reclaiming gift aid with Workbooks CRM

Kath Haines explains. "We are delighted with the progress we have made since implementing Workbooks. We chose Workbooks because of its ease-of-use, flexibility and breadth of functionality and it has definitely met our expectations."

To discover more about how Workbooks continues to benefit CABA, download our Case Study by completing the form to the right.

Case Study