Winning and retaining clients with accounting technology

Brought to you by CaseWare

Winning new clients is now the top priority for 41% of accountancy firms according to research, and being seen as an innovator and user of new technology is key to this according to 23%.

After Brexit and with the increased regulatory changes, accountancy firms need to keep the balance between taking care of current clients, entice new ones with technology and ensuring their own financial stability in the future.

Technology can help with this, but with so many 'new and innovative' platforms to choose from making a decision might seem difficult. These are three characteristics you should look for in an accounting solution:

1. Mobile

Half of the UK workforce will be working remotely by 2020, according to the Office of National Statistics. This means, accountants will need solutions that enable them to work and collaborate with clients and colleagues from anywhere.

Mobile solutions can also make it possible to scan receipts or working papers from anywhere, and have them instantly stored electronically with a complete digital audit trail, saving time as it no longer necessary to manually store and track documents. This also means employees can spend more time in the field and working, rather than dealing with paperwork.

2. Collaborative platforms

The rise of mobile working has increased the desire of employees to work away from the office and this has also increase the need for businesses and processes to be adaptable so that teams divided into different locations can work on the same project. The need for collaboration is now greater than ever – and this includes the accountancy world.

For example, enabling teams to work on accounts, audits and tax reports through an integrated platform will improve efficiency and allow these teams to spend more time on their actual jobs, rather than chasing down paperwork from several locations.

3. Cloud

Promoting greater collaboration is important for accounting firms looking to impress prospects or retain clients. The cloud is a great tool to promote real-time collaboration as it allows firms to edit, review, comment on and sign off documents simultaneously.

Cloud based platforms, like those offered by CaseWare, also allow sensitive data to be transferred securely online through cloud-based add-on tools, which is essential in this post GDPR world.


Choosing the right technology is as important for accountancy firms as it is to choose the right people. Making the right use of technology can help accountants retain their clients and gain new ones.

The right tools can provide a firm with the flexibility, efficiency boosting and cost saving needed for modern businesses – especially when delivered through platforms which can boost collaboration.

Find out more about CaseWare and how it can help future-proof your practice.