Category: Audit/Accounts
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Paper-based and traditional methods of document management are outdated, insecure and inefficient.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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You made it through personal tax return season – now what?
We think congratulations are in order. This tax year, there were over 11 million Self-Assessment tax returns filed to HM Revenue & Customs (HMRC). All that hard work, late nights, digging through paperwork and badgering customers really paid off. However, many of you had a more miserable experience than is necessary. Why? Because your personal […]
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Accountancy guide on how to integrate high-quality apps into your tech stack
Tech stacking is the process of combining different technology tools and software to create a comprehensive system that supports your firm’s operations. The goal should be to select and integrate these technologies, so they work seamlessly together. Essentially, it’s about building a custom toolbox of digital solutions tailored to meet the specific needs of your […]
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Accountants – It’s time to centralise your audit trails!
Accountants across the world are centralising their audit trails using cloud-based technology. As you no doubt know, gone are the days when an auditor would simply keep a paper trail of their actions and findings. (In fact, this is common across all accountancy practices – paper-based processes are outdated and unreliable). From an auditor’s perspective, […]
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Is Tracking Accounting Client Communication Worth The Effort?
If you’ve ever said… “I know we talked about that at one point—was it in an email somewhere?” “Give me some time to locate that document. I’ll get back to you soon!” “Why did we decide to do this? Does anyone remember?” … or anything even remotely like these utterances, you’re struggling with communication tracking—whether you realize […]
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