Reimagine your accounting firm’s workflows

Accounting firms face persistent challenges around hiring and retaining talent, managing ever-increasing workloads, and more, all while striving to deliver the experience that their clients demand and that will help them stand out in a crowd. But challenge creates opportunity, and firm leaders today have the chance to leverage technology to transform the way accountants work and to advance their business.

Stacy Shrader, Lead Product Marketing Manager at ShareFile, sat down to talk with Jody Padar, also known as the Radical CPA, to talk about reimagining workflows, the biggest hurdles firms must overcome, and how automation can help.

Challenges accounting firms face

Accounting firms face many challenges, from increased competition (including from tech companies) to staffing shortages and too many client types, each with their own, unique requirements. Firm leaders must step back and look at whom they serve and how streamlined, standardized workflows can help (and they can!).

Getting started with your transformation

Digital transformation looks different for every firm. So how do you get started if every firm has its own unique needs? Look first for breakdowns in your processes – those places where work slows or even stops – and prioritize fixing those workflows.

Processes that are top of mind

Processes around staff collaboration, document gathering, and client onboarding are core to a firm’s work. If they’re efficient, the client and employee experiences are great. But if they’re complex, work slows, employees feel ineffective, and the client experience suffers.

Transforming and automating your processes

Firms can boost productivity – without taxing employees – by automating essential, tedious tasks that can take away from the work accountants value most.

Work smarter this tax season with ShareFile

Transforming and automating your workflows is easier when you have the right technology. Learn about ShareFile Industry Advantage and find out how your firm can work smarter this tax season and deliver an exceptional client experience.