Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/852835
FROM THE TRENCHES ■ Personalization that has become far easier For example, Acumatica and Zoho both have the ability to choose and publish only the section of the accounting software that is needed to do the job. This allows for inter- faces by functional area and the abil- ity to create workflows in addition to improving security while simplifying the work. Automated forms filling and integration into productiv- ity software has become almost universally standard. Acumatica, Dynamics 365 for Financials, Sage Live, and Zoho all have an integrated CRM. Integrations for eCommerce are sur pr isingly common, and how many businesses don't have an eCommerce component today? Fixed fee implementations are very common with Epicor, NetSuite, Open Systems and others offering implementation in this style. Most modern systems are: ■ Desig ned for the cloud with an any where/any dev ice approach which means a mobile and browser friendly environment ■ Able to handle rich functionality with workflow ■ Providing high value and allow you to configure the business system to be most useful for the company ■ Able to accommodate multi-cloud systems where a workflow can start from Office 365 or other productivity software, then go to an eSignature pr o duc t , i nt o t he acc ou nt i ng system, and return to email ■ Training installers to specialize in more vertical niches and have more expertise in particular business models SO, WHAT'S NEXT? Consider your needs, or your client's needs. Build a list of 10-15 key items that you need and 5-7 items you don't want to lose by changing accounting software. Consider your workflows. If you have not mapped your work processes, you may want to consider completing this activity. Review avail- able options as a fit for your needs, but remember to do this in anony- mized browser sessions to minimize being tracked by the providers. We recommend either demonstrations of potential systems or trial periods on simpler systems to prove the fit. You can find guidance on the steps and reviews of a variety of products at www.accountingsoftwareworld.com (we don't track you here), or you can contact me directly for guidance on the process and insights on a broad range of products. BTW, we don't sell these applications, and we don't take commissions. We have had the good fortune of helping virtually every publisher whose name you recognize design and build their offerings. Yes, we do understand the good, the bad and the ugly, and you should, too. We have a pretty good idea of what is tasty, meaty, or sweet and what is poison. Isn't it time to enjoy that elegant meal? ■ Streamline Reporting. Improve Financial Effi ciency. Focus on Your Mission. Having the right fi nancial management system in place to generate the comprehensive reporting of your critical data ensures your constituents have all the fi nancial reports they need to fulfi ll their responsibilities. ■ 990/Compliance reporting. ■ Internal reporting. ■ Funder/Grant reporting. ■ Board reporting. AccuFund's cloud or on-premise solutions, designed specifi cally for nonprofi ts, accomplishes all your reporting requirements, saving time and resources each month and lowering overall costs. View a short, three-minute video about AccuFund's reporting capabilities at www.accufund.com/reporting-cpa or for immediate discussion about fulfi lling your reporting requirements call 877-872-2228 x215.