WHAT CAN ACCOUNTANCY FIRMS DO TO FILL THE GAPS IN THEIR PRACTICE MANAGEMENT SOFTWARE?

How to best utilise your practice management software to meet the needs of your firm.

3 AUGUST @ 2PM

In the absence of fully integrated practice management software, delays and inefficiencies in the processes that accountancy firms deem vital are the result.

In this informal fireside chat, Summa Tech co-founder, Nathan Keeley, and IT Director, David Bashford, sit down with James Marshall, Chief Commercial Officer at the Macalvins Group, to look at ways firms can enhance their practice management systems and increase productivity.

Nathan Keeley

David Bashford

James Marshall

In this chat, we will cover:

Common problems encountered by accountancy firms with their practice management software How to make client onboarding a smooth and efficient process The advantages of bespoke client portals The benefits of collaborating better for meetings The importance of desk booking

This discussion will explore how accountancy firms can get the best out of their practice management software, and the advantages of implementing Summa Tech’s innovative software solutions.

This is a great opportunity to enhance your practice management systems, streamlining workflows and increasing productivity.

If you have any questions about this webinar or would like to speak with Summa Tech in advance about their practice management software solutions, please contact us.