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Best tools for your accounting practice

19th Apr 2021
Brought to you by
bokio
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The right tools can help improve the efficiency of your accounting practice. By working smarter with online solutions, you can save time and money so you can focus on your clients.

Paperless tools

Moving your workflows online can have some great benefits for your business. Cloud solutions to help make your practice paperless include online document managers, spreadsheets that can be accessed by multiple users, and sending invoices by email instead of by paper.

Online communication

In the current climate, communicating online is becoming normal. As businesses reopen, many accountants are considering whether to keep client calls online. Choosing a good video conferencing solution can be a helpful tool to add to your practice. 

To cut down on internal email with your colleagues which can be hard to follow, consider switching to company instant messenger. Conversations are easy to follow, documents can be shared easily and your email inbox can be reserved for client communications.

Project management solution

When you have a lot of clients on the go and tight deadlines, managing your time becomes crucial. Project management solutions where you can create prioritised lists, allocate your time and plan ahead can help you with your workflow. Cloud based solutions are ideal, so you can collaborate with with your colleagues on shared projects, and access your information from anywhere.

Cloud accounting software

Cloud accounting software helps you save time by working efficiently. Features like automation to speed up repetitive tasks, real time reporting and easy collaboration can help make your job easier. You have the option to work remotely or on the go without relying on having a computer or software. 

Accounting software can often have added benefits for your clients. For example, integrated invoicing and expenses can be really helpful to avoid switching between software. It makes it easier for you to keep track of their actions, and your clients get easy-to-use software that helps them run their business.

Bokio’s free cloud accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Bokio helps you save time and money by using automation, so you can focus on offering high value advisory services.