Unless you’re still pushing paper at your firm, you know that AI and accounting have become quite the professional pair. The technology has been integrated into just about every software solution on the market.

The accounting industry is on the brink of change thanks to technological advancements that will reshape the way we work. As the demand for accurate, timely financial information continues to grow, accounting professionals need to keep up with the latest trends.

Every service-based business could stand to use a client portal. After all, having a platform that handles file sharing and requesting, project management, and threaded discussions makes working together a whole lot simpler and more efficient.

Today’s accountants are expected to do much more than just bookkeeping and number crunching. They must provide strategic insights, analyze financial data, and make informed decisions for their organizations and their clients.

Accounting firms are increasingly relying on efficient file-sharing solutions to streamline internal collaboration and securely gather client documentation.

Client portal solutions have become essential tools for accountants to streamline their workflows, improve client communication, and enhance data security.

Leaders of every organisation want their workforce to operate at maximum productivity. But let’s be honest—not every business has the budget to afford advanced tools that fully unlock their employees’ productivity superpowers.

It’s hard to serve your clients properly when you don’t know much about them. That’s why most teams take time at the start of the relationship to gather important data points about the companies they’ll be working with and record them on a client information sheet.

In a world where remote work is now commonplace, it’s important to have the best tools in place to ensure employees are working as efficiently as possible wherever they may be seated. That means moving past simple email exchanges, which can drain productivity.

Digital document management tools have (thankfully) replaced most paper-based approaches to keeping up with important files and records.