You may have started your practice able to manage your clients with spreadsheets and notepads but, as you grow, there may come a time when you need a more comprehensive way to manage your work.

Accounting practice software can take the hassle out of the day-to-day tasks required when running an accounting practice. If you’re finding that your to-do list is filling up with non-client tasks, you’re missing deadlines or getting off track with what team member is responsible for what task, it might be time to look at software so you get back to focusing on what really matters: your clients.

Our quick checklist is a great way to see if your firm could benefit from practice management software. Have a read and – if you can recognise yourself in any of the points below – it might be worth getting in touch to find out more about the benefits of software like Senta.

Do you find yourself spending too much time on manual tasks?

If you or your staff end up overwhelmed by repetitive manual tasks each day, this impacts the business as a whole and can result in bottlenecks.

Perhaps client on-boarding is too slow, you’re constantly chasing for client info and sign off or invoicing is eating up hours of your time; either way, the right software can make it easier to manage the multiple plate-spinning that practice life requires.

Are you missing deadlines without helpful reminders and notifications?

You’re only human. When a lot of tasks and projects are running at the same time, it can be easy to overlook dates and see minor errors start to creep in.

Mistakes happen from time to time. Practice management software like Senta can help you keep on top of all client deadlines with automated reminders and even automated emails.  It’s peace of mind for you, your team and your clients.

Do you have complete visibility of your practice – without being overwhelmed by data?

Tracking who’s working on what – and when – helps you stay on top of workloads and make juggling tasks that little bit easier.  And it makes it easier to identify areas where efficiencies could be improved.

Effective accounting practice management software is able to provide the essential information you need, in a digestible way, when you need it. Customisable workflows and dashboards make it even easier to pull out everything you’d like to know and use that information to your advantage.

Do you need to work anywhere, at any time?

Even if your spreadsheets are accurate and the system works well for your business, software can offer you, your staff and your clients a freedom and flexibility that physical documents stored on the desktop simply can’t match.

In today’s post-COVID world where remote working is the norm, being able to access files in the cloud and work from anywhere is essential.

Can your most-used apps talk to each other?

Many of our customers love how Senta easily integrates with any existing software you’re already using, so you can implement the software seamlessly and start making the most of practice management software.

Accounting practice software: Is it right for your practice?

Whether you want to move away from manually keying in data or are looking for an easy way to manage time better and work more efficiently, practice management software like Senta can cover many bases and offer a wide range of benefits in one software suite.

To find out more about Senta and see how features like its easy-to-configure CRM and user-friendly client portal could transform how you work, contact us today.