Discover the highest-impact areas for automation in your accounting firm

The process of answering the following questions will help you identify the areas in your accounting firm that can most benefit from further automation. Take some time to really think about the questions, your answers, and what they mean for your business. Whether you are a sole practitioner or run a large accounting firm, you are sure to make at least one insightful & valuable discovery that will help you improve.

The way we stay on top of client deadlines is:

No process in place

Notes & spreadsheets

We can look them up in our software

Our software sends proactive reminders and notifications

Most often we receive documents from clients:

On paper

Via e-mail

Via our client portal

In client's software

We typically keep track of client appointments:

On paper

With spreadsheets

Online calendar (e.g. Google Calendar or Outlook)

Specialised software

Most of our clients pay us via Direct Debit or other automated payment system

True

False

At any given moment, I can get an overview of what each of my team members are working on, without talking to them

True

False

When I'm away, using only my mobile phone I can easily find out which of our client accounts are due within the next 30 days

True

False

We often find ourselves emailing spreadsheets to clients

True

False

When a new LTD client is ready to sign up for a full range of services, we can easily prepare and send a letter of engagement in under 20 minutes

True

False

We provide new clients with an easy way to electronically sign and return agreements / engagement letters

True

False

Overall, I am happy with the level of technical support we receive for the main software we use in our firm

Strongly agree

Somewhat agree

Strongly disagree

I can easily look up exactly how the average time for each of the following client metrics has changed in our firm compared to last year

	Yes	No	Not applicable
Turnaround time for draft accounts
Turnaround time for tax returns
Turnaround time for VAT returns
Average email response time for client communications

I can easily find out which 5 clients took the most of our time over the past quarter - and just how much time was spent on each

True

False

I can easily look up which were our 5 most profitable clients over the past 12 months

True

False

Our clients can book an appointment online, without talking to us

True

False

I can easily look up during which week over the past 12 months we submitted the most tax returns

True

False

If we were to increase our prices by 15% across the board, I am confident that the vast majority of our clients will stay with us

True

False

We have a convenient and secure way of storing sensitive client documents and information required for AML, GDPR and other regulation

True

False

There are multiple partners in our firm

True

False

We have more company clients than self-employed clients

True

False

We have more than 120 company clients

True

False

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