Category: Audit/Accounts
Why your clients hate client portals!
Picture this: You’ve invested in a cutting-edge client portal, hoping to streamline your processes and provide top-notch service to your clients. Yet, despite your best efforts, engagement is dismally low, with only around 5 to 15 per cent of clients actually using your portal. Frustrating, isn’t it? And you’re not alone – we’ve noticed that […]
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Are accountants still on the chopping block of automation?
As far back as 2014, a chilling prediction was made: 47 per cent of job categories could face automation within the next two decades. For accountants and auditors, this forecast was particularly dire, as they ranked second on the list of professions most at risk. Fast forward to today, and these projections are becoming a stark reality […]
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Delivering poor quality advice? You need better information
As you read this article, ask yourself a question: “How can I expect to provide good quality tax advice if I don’t have all the information I need?” It’s a simple one, but this question usually raises some eyebrows amongst accountants, many of whom think that generic tax advice will suffice. But, as we all […]
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Client-side audit problems you need to fix
When it comes to performing audits, you are in control of what you or your team does – their actions, processes and performance are your responsibility. However, one side of audits that is somewhat out of your control is what we call “the client-side conduct.” This is as it sounds – it’s the way your […]
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Could your firm benefit from online forms and an automated workflow?
Paper-based and traditional methods of document management are outdated, insecure and inefficient. Traditional methods mean that documents like customer orders, evaluation feedback, membership forms and satisfaction surveys get “lost in the post” – as a manager, it’s hard to keep track of information and where it’s gone. They prevent your team from completing work on […]
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