5 Ways That Workflow Software for Accountants Helps You Build a Better Business

iStock_000040540780_Small Your business may have been around for a very long time and you can see with a quick internet search how much influence the digital world has on the way you run your business. If you’re still using filing cabinets and spending thousands on printer ink and paper every year, it’s time to refresh the way you do things and streamline your business.

Refresh the Way You Do Things

Workflow software for accountants is the way to begin changing things for the better and putting your business into a more efficient organizational system. Learn about the ways you can integrate this software into your office and make sure it’s put to the best use possible.
  1. Get Your Client List In Order
Your client list may be tricking you into thinking that you have more clients than you do. When an account is closed out or you haven’t dealt with a specific client for a year or longer, they should be taken off your list and if they’re not, it can make you think you have more accounts than you do at first glance. Use workflow software for accountants to streamline your client list and find out if there are ways to bring back clients you haven’t seen in awhile.
  1. Save Time Dealing with Paperwork
Once your client list is organized, you’ll be able to use the new system you’ve created to reduce time administrating files. Do away with the file cabinets and endless amounts of record keeping on paper and instead store your client files in a private cloud. They’ll be safe, easy to access in an instant, and they won’t take up space that can be used for better things in the office.  
  1. Track Progress Through Every Department
Everything in your business runs on money and when your accounting department is in top shape, that efficiency trickles down into every other department. Use your workflow software for accountants to track progress with data sheets that are updated automatically in real time. This information better helps you to predict trends in the business and make better decisions about what to do next.
  1. Fluid Transfer
It may seem like a daunting task to put everything into a new system and get it up and running properly. With the right software, you don’t have to worry about this part. You’ll be able to add your client lists and other information by importing what you already have in your computer and the system is up and running on its own. Your transfer will be fluid and teaching employees to work with it will be as easy as showing them how to use their e-mail accounts. You’ll be dealing with minimal training and extra help but still get a new system that reduces workload and labor hours while increasing the level of service delivered to your clients.
  1. Update Your Website
Use this opportunity to change as one to also update your website and give your clients up to date information about the services that you offer. Your workflow software for accountants can remind you and your employees when it’s time to add new blogs, update social media websites, and keep in contact with clients that frequent your internet outlets. Every client will feel like a VIP and every person that views your website will be impressed by your level of professionalism. Get Started Today Using workflow software for accountants to build a better business is simple. All you have to do is install the software, import your client lists and calendars, and start building a better business right away. Take a little time to learn the features before you teach them to the rest of your employees and then hold a seminar to show everyone the whole new system at once. The key to making it work is to stay vigilante with everyone in the office and make sure they’re using the software as it should be used. It won’t be long before you see results and a more efficient workplace all around.

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Experience workflow software that helps makes sure nothing falls through the cracks.​

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experience workflow software that helps make sure nothing falls through the cracks.​

see why over 7,000 accountants and bookkeepers use jetpack workflow. start your free 14-day trial.

Never Miss a Deadline

Experience workflow software that helps make sure nothing falls through the cracks. See why over 7,000 accountants and bookkeepers use Jetpack Workflow. Start your free 14-day trial.