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No Accounting for Tech ep3: Powering the practice workflow push

A host of factors have combined to push practice workflow processes and tools up accounting agendas, but changing the way a firm operates isn’t easy and results can be patchy, according to two seasoned workflow watchers on the latest AccountingWEB podcast.

22nd Jun 2022
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Given the blizzard of other priorities faced by the profession in recent years, workflow hasn’t always been the most burning topic for accountants in practice. However, a host of factors are combining to push it up practice agendas, including (you guessed it) the UK government’s Making Tax Digital drive requiring multiple client checkpoints each year.

Other, more subtle, factors include the creeping commoditisation of lower-end compliance work, new rules around anti-money laundering and the increasing digitisation of accountants’ client base.

But how should practice owners and managers approach the task of re-engineering their practice workflow? And what tools are out there to help? To discuss the Christmas past, present and future of practice workflow, AccountingWEB technology editor Tom Herbert was joined by Aaron Patrick, head of accounting at Boffix, and AccountingWEB editor at large John Stokdyk.

To listen to the full No Accounting for Tech podcast, click play or subscribe to the podcast on your player of choice by searching for AccountingWEB. 

We’ll be back with a regular No Accounting for Taste episode next week. In the meantime, if you’re feeling generous you can help us reach more people by giving us a five-star rating on Apple Podcast, Spotify or wherever you get your podcasts.

This podcast was written and hosted by Tom Herbert and edited by Will Cole.

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