What are 4 Technologies you can implement today that will increase your productivity and cut your administrative costs?
In our current economic cycle, where labor is tough to find and the workload is larger than it has ever been, it is critical to have technology solutions in place that can maximize your staff productivity and minimize administrative cost. Here is list 4 technologies that every accounting firm should have in place.
- Appointment setting solutions – If your firm is still calling, e-mailing, or sending postcard reminders to setup tax appointments, you need this solution now. These solutions allow your clients access to the company or individual preparer’s schedule to book a predetermined block of time to discuss their taxes. This solution eliminates all the back and forth that goes along with scheduling and allows the accounting firm to allow booking far in advance and even incentivize clients to book their appointments early.
- File/Date Portals – Every accounting firm should be using a file portal either provided by your Tax software or a third party such as Citrix ShareFile. This solution is not only necessary for the secure upload and download of documents, but it gives your clients a place to retrieve their returns without having to bog down your administrative staff with these requests.
- Modern Communication tools – This is a broader range of technologies but using modern communication tools is critical to not only interface with the younger generation but also to provide some resiliency in your infrastructure. Using a modern VOIP platform will allow your clients to text a company phone number (not your personal cell phone), enable all staff members to answer their work extension through an app on their cell phone, and allow inter-office chat capability.
- Multiple Monitors – To the users that have never used multiple screens, they often view it as excessive but users that have experienced the benefits often can’t live without them. Multiple monitors maximize productivity by allowing users to view different applications at the same time in full screen such as viewing client documents and entering data into your tax software
These are 4 critical technologies we believe every accounting/CPA firm should have in place before the beginning of next tax season.
If you are looking to implement these technologies, please reach out to us at 610-792-5660