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How to build an internal practice tech stack
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Previous episodes have looked at apps you put in place to support clients, but as the spring of 2022 dawns, we turn our attention to internal practice management systems, ranging from pricing and onboarding to client records, dashboards and practice workflows and communication. Hear first hand what has worked in these different areas from award-winning digital accountants.
In this session our expert panel will answers your questions and discuss:
- Priorities for practice apps in 2022 - what are firms looking for now
- Integration - how important is the core platform, or do you go for the best of breed?
- Point solutions - client overview and tracking; resourcing; billing; workflow communications
- Selection and implementation tips from the panel
Find out which app features and functions are topping the must-have lists in 2022, find out the right questions to ask vendors when researching apps and learn from the pioneers’ mistakes so you don’t have to repeat them.
Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.