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How better tech can lead to a happier practice

12th Jun 2024
Brought to you by
coconut logo
Coconut’s simple bookkeeping and tax app is specifically designed for sole traders, helping them...
Save content
Have you found this content useful? Use the button above to save it to your profile.

Ensuring your practice is a happy place for you, your clients and your employees can start with the technology that is being used. Don’t let outdated tech cause a whole host of issues, find out how tools from Coconut can lead to a happier and more productive practice. 

Accounting practices that operate with outdated technology can lead to a lack of efficiency and therefore a practice that will not grow. Tasks that could be automated or streamlined end up consuming a lot of time and resources, leading to unhappy teams and causing poor and client satisfaction. 

With recruitment shortages continuing to be a problem within the accounting profession, having the right tech for you could be the solution to maintaining a happy practice alongside keeping and attracting employees. 

With Coconut, your sole trader clients can take care of a lot of their basic bookkeeping, freeing you and your team up to help them with ways to grow their business. Coconut can increase efficiency and improve client and employee satisfaction, ultimately leading to a happier practice.

Saving time and increasing efficiency 

Having technology that saves you time and increases efficiency is important for creating a successful and growing practice. Streamlined processes and being able to avoid repetitive tasks increases productivity, allowing you to focus on more important aspects of your practice. 

Coconut does just that by being able to help your sole trader clients do a lot of the work you might previously have been doing. With Coconut, your clients can do their data entry consistently and store their paperwork, such as receipts, invoices and expenses in one place that you can easily access. Say goodbye to endless chasing and back and forth emails. 

Automating these repetitive bookkeeping tasks and ensuring your clients can store information easily and effectively, frees up valuable time for you and your team. They no longer have to spend time on boring and repetitive work such as shoeboxes of receipts and can do more meaningful work leading to a happier workplace. 

Improving client satisfaction 

Not only will better tech impact your employees but it can strengthen your client relationships too. Advanced tech solutions improve accuracy and reliability, minimising errors and ensuring a high standard of services. Having technology both you and your clients can rely on is important for improving client confidence and loyalty which is essential for retaining clients and attracting new business. 

Coconut provides clients with a user-friendly platform for managing their finances, including invoices, expense tracking and tax preparation. By offering your clients a simple but smart tool for everyday financial tasks, you can boost client satisfaction while streamlining your practice’s workflow. 

Affordability is another important factor in improving client satisfaction. Coconut’s cost-effectiveness means your clients don’t need to pay for expensive licences with features they won’t need, further leading to happy clients and a happy practice. 

With no confusing or complex features, excessive costs, or intimidating interfaces, clients can easily navigate a mobile-first app, while accountants and bookkeepers benefit from a straightforward web portal. This easy and seamless experience helps create and maintain positive client relationships and a more efficient practice. 

Streamlining collaboration 

For accountancy practices, having technology that streamlines collaboration between you and your client is crucial for delivering a high-quality service and ensuring client satisfaction. Collaborative tools allow for quick and easy sharing of documents which helps keep both you and your clients on the same page. 

This reduces the risk of errors, improves the speed of service and ensures that clients are informed and involved in their financial processes. As well as this, streamlined collaboration creates transparency and builds trust, as clients can easily access their financial information and communicate with their accountants or bookkeepers. By improving the ease and efficiency of interactions, accountancy practices can create stronger client relationships and therefore a happier practice. 

Coconut allows seamless collaboration between you and your clients, saving unnecessary time and hassle chasing and finding the right information. Through access to the Accountant Platform, you can easily access your client’s accounting information, allowing you to review, prepare and file data a lot faster. 

By streamlining communication and document sharing, Coconut helps you deliver a higher level of service, improving your client care and your practice’s productivity. It can therefore allow you to manage a high volume of smaller clients much more efficiently and increase your capacity for growth within your practice. 
To find out how easy it is for Coconut to help create a happier practice, sign up for a free Coconut Partner Account, and explore the full Coconut Platform at your leisure. Alternatively, you can book a demo with a member of our team to find out more.