21st Jun 2023

A complete guide to successful accounting software integration

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Software integration can help you serve clients better, assist in resource management, accelerate the shift to advisory services and support smoother integration after a merger or acquisition.

However, its use and effectiveness depends on how successfully you can integrate it with the rest of your business. If you aren’t using the technology to its full potential — or at all — or it doesn’t work with your other processes, how can you get the most out of it?

From choosing the right software for your firm to building an effective delivery team and training programme, this guide tells you what you need to do to achieve a successful technological transformation in your firm.

What you'll learn

  • Planning stage: Choosing the right software and the type of rollout to suit you
  • Implementing stage: Training, testing and delivery
  • Maintaining stage: Review, feedback and improve

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