2. Invest in great software for you and your clients’ benefit
Ensuring your software platform supports your workflow helps to set up the business for meaningful engagement with your clients. But first, you need to understand your clients’ needs. The idea is to choose software that achieves a smooth workflow between your practice and the client’s business.
“The right platform delivers workflow efficiencies for your firm without trading off your clients’ right to choose a system that best suits their unique business needs. But it should be able to automatically draw in data from different cloud accounting platforms,” Thyer says.
For example, Intuit QuickBooks is a one-stop shop that helps accountants and bookkeepers to manage their business, run their clients’ accounts and meet their compliance obligations. QuickBooks Tax powered by LodgeiT imports data directly from QuickBooks Online, MYOB, Xero, Reckon and Excel to save time and minimise data entry.
“At Intuit QuickBooks, we won't ever ask you to sacrifice your clients’ platform needs just so you can be efficient in your compliance workflow or sacrifice efficiency in your compliance workflow to support your clients’ platform needs. You can achieve both,” she adds.