Cloud accounting, automated workflows, and client self-service are the new standard. Use this checklist to identify gaps in your firm's technology stack.
Practice Management
- Cloud-based practice management platform
- Client and engagement management
- Staff assignment and capacity planning
- Deadline tracking and compliance calendar
- Workflow templates for recurring engagements
Client Portal
- Secure document upload and exchange
- Electronic signature for engagement letters and returns
- Client task lists and request tracking
- Real-time engagement status visibility
- Mobile access for clients
Tax Preparation and Compliance
- Cloud-based tax preparation software
- E-filing integration
- Multi-state and entity support
- Organizer distribution and collection
- Extension tracking and management
Accounting and Advisory Services
- Cloud accounting platform (QuickBooks Online, Xero)
- Client accounting services (CAS) workflow
- Advisory dashboards and reporting
- Payroll processing or integration
- AP/AR automation tools
Document Management
- Centralized document storage with search
- Automatic filing and organization
- Retention policy enforcement
- Secure sharing with encryption
- Version control
Workflow Automation
- Task automation for recurring processes
- Status tracking across all engagements
- Bottleneck identification
- Review and approval workflows
- Due date automation based on entity type
Time and Billing
- Time tracking integrated with workflows
- Value billing and fixed-fee engagement support
- Electronic invoicing
- Payment collection online
- WIP and realization reporting
Marketing and Growth
- CRM for prospect tracking
- Content marketing (tax tips, planning guides)
- Email newsletters for client communication
- Review and referral programs
- SEO for accounting service searches
Website and Online Presence
- Modern website with service descriptions
- Client portal access from website
- Team profiles with credentials
- Resource library with guides and tools
- Google Business Profile optimization
Reporting
- Firm profitability by service line
- Staff utilization and realization
- Client profitability analysis
- Engagement turnaround metrics
- Revenue per professional
Next Steps
Client portal and workflow automation deliver the most immediate efficiency gains. Start there.
Ready to digitally transform your accounting firm? Contact us to discuss your technology needs.