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.

What’s the difference between traditional and modern-day client portals? Simply put, firms that have modern portals can do more, in less time. They provide firms with a competitive advantage by making their job easier and improving their client’s experience.

While the foundational principles of accounting are still applicable, technology has transformed much of the way accountants perform their duties. The transition started with the introduction of traditional, on-premise accounting software (not cloud-based).

Microsoft SharePoint is an enterprise product that’s been on the market for many years and has grown to address a number of organisational needs. Chief among these is using SharePoint for document management.

When it comes to keeping important company assets organised and easy to find, a brand portal is a great go-to option. Unsure of what this term refers to?

The role and impact of technology on the accounting process—and the industry as a whole—has rapidly evolved in recent years. Finance-related industries like accounting have historically tried to maintain their traditional approach to managing employees and working with clients.

How does technology increase productivity in the workplace? There are many drivers of productivity, several of which are enhanced and made easier with technology.

Over the last decade, more and more organisations have been trending toward remote work, whether instituting a hybrid work model or foregoing a physical location altogether. Recent global events have only accelerated this transition.

Are your projects falling behind and going over budget? Schedule slippage and budget overruns are surefire ways to diminish profitability. Plus, if these are client projects, you risk negatively impacting the relationship.

Does there seem to be a disconnect between your organisation and your workforce? No one likes being out of the loop, whether it’s about company happenings or project status.