Workflow management for accountants revolves around two things: clients and information. You need clients to provide their financial information so you can act on it. Then you need to properly circulate that information—coupled with information your staff produces—between your firm and clients.

Let’s talk about folder structure. Yes, I know: Your eyes have already started to glaze over, because this isn’t exactly the most exciting topic. Honestly, it’s probably one of the most boring topics you’ll ever read about—unless you’re someone who’s obsessed with being organised.

If you and your team are constantly fishing for documents in a sea of email chains, it’s time to modernise your approach to file sharing. Storing important documents on individual hard drives and sending them as attachments via email or basic file transfer services is an outdated and inefficient method of document sharing.

Running an accounting firm, whether solo or with a team, is challenging in many ways. You must keep up with new legislation, continually perfect your craft, and ensure your clients are satisfied. Moreover, clients present one of the biggest roadblocks:

Every organisation generates documents as part of doing business. Organisational growth compounds the number of forms, reports, and spreadsheets, all of which can quickly become a headache in the absence of a formal document management program.

“I’ve been working for other accountancies too long. I need some independence, so starting my own accounting firm is my next goal.”

When you think about older intranets, images of ghost towns and tumbleweeds probably come to mind. That’s because these corporate solutions were costly, one-way communication tools—in other words, expensive megaphones.

The role of an auditor is anything but easy with the many audit challenges that come their way. After all, they’re the last line of defense to ensure accuracy and compliance.

Relationships are critical to service-based businesses, and accounting is no different. The work you do and the interactions you have with clients impacts their view of your firm. If something is amiss, it could sour your relationship and cause them to leave your firm for a competitor.

Collaboration is the foundation of business success today. It’s how employees come up with great ideas, stay in touch with their coworkers and managers, and complete important projects. Underpinning modern collaboration efforts is technology, as 83% of professionals depend on it to work together seamlessly.