Good morale in your business has several benefits for you, the people that work for you, and all of your clients. Improving morale can be done in all kinds of ways and even small things can make a huge difference for the day-to-day events around your office. Task manager software for accountants is an excellent way to improve morale in your business while also making your client relations and accountants more efficient.
Introducing a Task Tracker
Bringing new software into any office environment should be done in a way that makes it easy for everyone involved to learn the new system and start using it well. Make sure that the task tracker for accountants that you choose is one that everyone will be able to get the hang of quickly, including the process in the way you improve business morale.
Most managers will hold a seminar to introduce new task manager software for accountants and it’s a good way to show the most amount of people the way it works all at once. Make it a positive event with trivia about the new system and incentives for those who learn it first.
Allow a group of accountants at your firm to learn the new software first and then teach the others. Morale is improved by peers teaching peers, giving them a way to understand a new system by people on their level.
Reward accountants for using the new system correctly. Use the task tracker for accountants to monitor your employees’ progress and recognize their achievements in a public manner.
If the accountants in your firm use the new software to bring in clients or make loyal ones happier, issue a survey or comment card to those clients and let them rave about your accountant’s service. Display the praise for everyone to see to provide positive reinforcement for everyone else.
Be sure to provide technical support for those who have any trouble learning to use the task management software for accountants that you choose. Everyone learns at a different pace so you may find that some people need a little extra help to use the new system efficiently. Use positive reinforcement instead of discouragement for those who need extra time to get things right.
Introduce the new system to a select group of loyal clients before using it with others. Your clients will feel like VIPs and you’ll have the opportunity to test out how the system works with people your accountants are comfortable with and who are already loyal to your firm.
Other Ways to Improve Morale
Change is not always met with cheering and opposition may ensue when you introduce your task manager software for accountants. Improve morale if it dips due to the change by highlighting the benefits of using the new software.
Task management software for accountants allows the accountants in your firm to track specific to do lists for each client. They’ll never forget a meeting or an important detail about a client ever again, giving them the tools to satisfy each client and invite return business.
You can monitor the task lists of your accountants and see what they’re doing with their clients to keep track of how the office is running in every way. Assign the right accountant to each client so they always have someone who works for them in the best way possible.
When you introduce the new software and show the employees how it works, begin and end your presentation on a positive note. Make sure that you show the benefits throughout so that changes are not met with opposition and instead may be celebrated.
Enjoy Your New System
One everyone gets used to the task manager software for accountants that you introduce, continue the positive reinforcement that you used during training. Encourage the accountants in your firm to use the new system by using the same reward system used during training, updating it regularly to provide new reasons for everyone to strive toward bigger goals. A little positive reinforcement and improved business morale will make the office a happy and efficient place for clients, accountants, and managers!