Governance and security are especially important for modern accountants.īy the end of 2021, cybersecurity is expected to cost the world about $6 trillion, doubling the $3 trillion it cost back in 2015. To get a complete overview of ’s dashboards, we suggest you watch this short video: You can choose between 20+ dashboard widgets to build a dashboard that makes sense for your organization. This makes it easier for your team to collate relevant information from clients and better understand how your clients are doing in the context of their finances. That means every team member can visualize the information more effectively. Our system “pulls” data from boards automatically and turns it into an intuitive dashboard. With, you can turn any board into a reporting dashboard in just a couple of clicks. That’s why you should look for a system that helps you analyze any type of financial data, including:įor example, with, you get access to powerful reporting dashboards you can customize at will to visualize the information that’s most relevant to your business. Overseeing the financial health of your clients is crucial. If the project management platform you choose doesn’t provide you with advanced financial reporting features, it won’t help you manage your accounting firm. This is the heart of any accounting firm. Now that you understand the importance of project management software, the question becomes: what criteria can you use for your selection process? Get started with 7 features any accountant should look for in project management software Customizing the platform to fit your needs: streamline any type of accounting workflow, from bookkeeping to tax management, payroll management, and even client onboarding.For example, helping your team stay in the loop when working with a particular client’s tax return. Communicating in context: reduce wasted time by adding context to each message or notification.For example, sending automated financial statements at the end of each month. Automating client and team communication: streamline team communication and keep clients informed during the entire process.For example, monitoring how much time your team is spending collating a client’s financial data. Identifying bottlenecks and inefficiencies: find where your team is spending most of their time and help them maximize resources more efficiently.Empowering team collaboration and transparency: keep your accounting team aligned with your goals and make clients feel more comfortable by showing them exactly what you’re doing and how you’re managing their financial information.Other benefits of adopting project management software may include: Even though each client has different needs, having a predefined sequence of steps your team can follow will make the job easier.īesides, having a system that controls your most crucial steps automatically helps you mitigate risks and reduce human error.Īnd this is just a simple example of what project management software can do for your accounting business. The right project management software can help you make sure nothing slips through the cracks while improving your productivity.įor example, let’s say you manage an accounting practice that specializes in tax returns.īy adopting a project management solution, you could design a tax preparation workflow to use. Why do accountants need project management software?Īccounting can be complex - it involves multiple variables, operations, and processes. Today, we’ll cover 7 features you need to look for in any project management software for accountants.īut first, let’s answer a major question. With so many options out there, answering that question becomes a true challenge.įortunately, selecting software that meets your exact needs is simple for anyone with the right criteria in mind. Choosing project management software is an important step for any accountant.īut, before you spend money and resources on a particular option, the question is, how can you choose the right one?
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