There are so many great practice management apps for accounting & bookkeeping firms right now that it can be overwhelming to choose one! It’s a good problem to have until analysis-paralysis sets in. Add to that the concept of getting one set up so it works for us, not against us, stops many in their tracks.

This session will cover:

• Benefits of using a practice management app
• What features to look for in one
• Why UX and UI matter
• Engaging stakeholders in the process

Key Learning Objectives:

1. Why implement a practice management app
2. Identify systems that can be implemented right now
3. Steps to take to implement these systems