Friday, April 9, 2021 - 09:00 - 10:00

How to pick practice management software

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How to pick practice management software

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About this episode

The momentum of Making Tax Digital is shifting the focus of firms to professional practice management tools, especially those that realise their client communications and tracking need to be more efficient. Regardless of whether MTD arrives as expected or not, there are productivity gains to be made from digital processes that offer improved client service and practice profitability.

There are a variety of practice management software types, each serving different needs, for firms to consider. Some are complementary to a wider software product suite, whilst others are built into core accounting software (but with more limited features). Others focus on business development and debtor collection as opposed to recurring workflows, such as VAT returns and annual accounts. In this episode our experts will guide you through the solutions most relevant to different user needs.

  • Gauge which types of features are most relevant to your practice. 
  • Weigh up the differences between picking inbuilt practice solutions versus standalone options.
  • Understand how practice management software can increase your firm's productivity levels. 

Practice Management software is becoming essential in supporting accountants to manage their workflow, communicate with their clients, and automate their daily processes. Join this episode to ensure you choose the right solution to help your practice succeed.

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