It can often feel like you need a degree in IT just to keep up with the latest trends in technology.
However, a stable and properly constructed tech stack can make managing your digital tools easier.
If you’ve ever found yourself juggling multiple platforms, wondering if there’s a better way, the answer might be a tech stack.
What is a tech stack?
In simple terms, a tech stack is the combination of software, apps, and digital tools that your firm uses to function efficiently.
A bit like a toolbox – each tool with a specific job, and when used together, they help you build something bigger.
For accountancy firms, a tech stack typically includes:
- Accounting software – Your bread and butter (Xero, Sage, QuickBooks).
- CRM systems – To keep track of client relationships and interactions (HubSpot, Salesforce).
- Document management tools – To store, share, and collaborate on files securely.
- Communication tools – Emails, chat apps, and video conferencing platforms.
- Workflow automation – Tools that streamline processes and reduce admin headaches.
There may be slight differences or additions here or there, but this is the general structure we see most often.
Why does your firm need a tech stack?
If you’re still relying on outdated spreadsheets and a mixture of disconnected software, you’re making life harder than it needs to be.
A well-structured tech stack helps with:
- Efficiency – No more double data entry or hunting for files across multiple systems.
- Collaboration – Teams can work seamlessly, even when remote.
- Security – A good stack ensures your data is protected and compliant.
- Scalability – As your firm grows, your tech stack can grow with you.
Once the software is integrated, it generally operates smoothly and efficiently in the background.
This is especially true when your team knows how to use it effectively – this is a key part of integration, as you’ll see below.
How to build a tech stack that actually works
The key to a great tech stack is in its integration.
There’s no point in having five different platforms if none of them talk to each other.
When building or refining your tech stack, ask yourself:
- Does this tool solve a real problem? – Don’t add software just for the sake of it.
- Does it integrate with what we already use? – Compatibility is everything.
- Is it scalable? – Will it still be useful as your firm expands?
- Is it secure and compliant? – Especially important for handling sensitive client data.
Most firms end up with a blend of tried-and-tested platforms plus a few tailored solutions to meet their specific needs.
Where does Glasscubes fit in?
If you are looking to upgrade your tech stack, start by fixing the weak links – and if information gathering is one of them, we’re here to help. When we started Glasscubes, we realised that one of the biggest gaps in accountancy tech stacks is secure, streamlined information gathering.
So, we designed our software to sit neatly within your tech stack, without interfering or getting in the way of your other tech.
In this seamless way, Glasscubes helps firms collect, manage, and collaborate on client data effortlessly – both in-house and with their clients.
If you’re tired of chasing emails and dealing with clunky file-sharing methods, it’s time to consider integrating Glasscubes into your workflow.
