Practice management software for accountants and cpa firms

Practice Management Software for Accountants & CPA Firms Presented by Jetpack Workflow

Defining Your Practice Management It’s important to think through what you will be using a practice management application or software for.

For example, how many team or staff members will you be tracking ?

Do you need a CRM ?

Do you need to track time?

Is it cloud based?

Or have it be focused on your industry?

Thinking through the questions will help you select the right practice management software.

Is it easy to track your team?

Can you easily identify which team members are becoming overloaded?

Can you create custom work views?

Is it easy to track, sort, filter, and search for relevant client jobs?

Does it handle recurring client work?

Is it easy to track, sort, filter, and search for relevant client jobs?

Can you quickly ID profitable clients?

Finding work that is profitable, and perhaps more importantly, unprofitable, is important to understanding your practice. Having a simple dashboard or view to this information could be vital for your firm.

Does it have email notifications?

Quick see what is falling through the cracks, which client, team member, or category of work is falling through the cracks.

Can you quickly review work?

Is it easy to a manager, owner, or reviewer to find and give feedback on work?

Is it proven?

Jetpack Workflow has tracked over 85,000 jobs and tasks, and works with professionals from all over the world.

Is it secure?

Jetpack Workflow uses top of the line encryption (SSL Certified), as well as manages multiples backups every day.

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