A lot of our recent discussions have been about practices’ strategic approach to clients, staff and management. It seems a good time to put the key UK tech providers under the spotlight. What are they focusing on, and where do they see their relationship with accountants impacting on tech development in the future?

 

Wolters Kluwer/CCH

Wendy Rowe, commercial director TAA, Wolters Kluwer UK&I

Q: What is your latest/impending launch?

A: We were proud to launch CCH OneClick in April. CCH OneClick delivers complementary cloud tools to the CCH Central on-premise suite supporting accountants around GDPR, digital data collection, accounting efficiencies and new cloud tools to support new filing regulations being driven through HMRC’s Making Tax Digital (MTD) programme. One of these tools is VAT filing, supporting the mandatory VAT filing for businesses from April 2019.

 

Q:What developments can we expect from you in the next 12/24 months?

A: Our focus for the next 24 months will be around how we support practices becoming digital and in helping accounting practices to embrace and navigate the new digital world.

Areas of interest are:

  • Providing tools that help with digital data collection and aggregation of digital data– helping practices to reduce the volume of manual data entry but also collating useful data that can be leveraged across multiple activities. For example, how transactional bookkeeping data can be used to support quarterly reporting compliance needs but can also be leveraged to create a set of accounts and then for forecasting cashflow projections for business advice.
  • Delivering compliance more effectively– with HMRC bringing in new regulations around MTD, practices will need to review their current processes. It is highly likely that these will change to ensure compliance work remains efficient.
  • Advisory– Wolters Kluwer is exploring solutions and services that help accountants to be more proactive and responsive in their client interactions.

 

Q: How will conversations with practitioners develop over that period – what will you be discussing with them in 12/24 months’ time?

A: I see the following as key themes over the next two years:

  • Efficiency/automation– how technology can make compliance more efficient.
  • Advisory and data– the use of technology to help advisers to become more proactive.
  • Client collaboration– how the advisor changes their traditional collaboration approach in light of the millennial generation and a digital world (mobility and so on).
  • New technologies (eg. machine learning, BI and so on)– how these technologies can assist the practitioner of the future while simultaneously protecting the profession.

QuickBooks

Alex Davis, business development manager, Intuit QuickBooks

Q: What is your latest/impending launch?

A: Making Tax Digital is part of the UK tax authority’s plans to become one of the most digitally advanced tax administrations in the world, and a topic on everyone’s mind as we look to make the process as easy and straightforward as possible for our accountant customers.

QuickBooks Online is already MTD-ready, which means the product is fully compliant with the requirements set by HMRC. Companies will be able to submit VAT filings directly from our software through to the UK tax authority. We’ve already completed successful filings from a number of our accountancy customers through our beta programme.

 

Q: What developments can we expect from you in the next 12/24 months?

A: Our teams are focused on helping our customers earn more money, make better decisions and develop greater confidence about their finances. Bringing together siloed data is one important way we help save customers and their advisors time, and reduce the risk of manual errors. For example, we have direct bank feeds with three major retail banks in the UK, covering 60% of the UK market. Direct bank feeds automate much of the time-consuming data entry associated with bookkeeping. Tax prep is an area in which we continue to add value for accountants who spend an excessive amount of time gathering data for a single client on an annual or quarterly basis. A recent example is our release of the option to import bills and invoices to QuickBooks.

 

Q: How will conversations with practitioners develop over that period?

A:There is little doubt that over the coming months practitioners will be focused on first identifying which of their clients need to be migrated to MTD-compliant software. Then, they will put the plans in place to manage those migrations efficiently. This will involve the transfer of critical financial data, along with educating staff and clients on how to use the software efficiently. Once these building blocks are in place, we expect the conversation to move towards how these insights can be put to use.


IRIS

Nick Gregory, chief product & marketing officer, IRIS Accountancy Solutions

Q: What is your latest/impending launch?

A: IRIS continually develops products to help practices evolve beyond compliance services to deliver more lucrative advisory-based services. This includes Accountant Go, a practice-branded app that enables accountants to engage and communicate with their clients.

We’ve also launched IRIS Analytics, an analytics tool for large accountancy practices to obtain comprehensive insights into business performance. We are due to launch IRIS AI, a new AI tool that enables accountants to address skill shortages and deliver new risk and fraud assurance services.

We are also adding more GDPR enhancements across our product range, and launching IRIS GDPR Advisor, a new service designed to help accountancy practices maintain GDPR compliance.

 

Q: What developments can we expect from you in the next 12/24 months?

A: IRIS is 40 years old this year and our heritage allows us to see the industry in a unique way. IRIS continues to heavily invest in developing its product portfolio to help accountants’ grow their businesses and deliver new services, enabling them to thrive in the new digital economy.

The next strategic announcement will be at IRIS World in October with the launch of ‘Darwin’ which will help liberate desktop IRIS compliance suite data and offer new apps, all available via a cloud platform. We also want to make MTD (VAT and personal tax) as easy and as seamless as possible for customers so will continue to enhance new digital ways of reporting into the existing products and workflows.

 

Q: How will conversations with practitioners develop over that period – what will you be discussing with them in 12/24 months’ time?

A: Without a doubt, MTD – and especially MTD for VAT and personal tax – will continue to be at the forefront of discussions. Traditional assurance and core compliance services are evolving, so our job in the next few years is to ensure practitioners get it right, first time and succeed every time through integrated, efficient and automated processes and workflows.

As the industry transforms, discussions advance beyond compliance services to business advice.


Sage

Michael Office, VP Accountants, Sage

Q: What is your latest/impending launch?

A: We’ve just launched exciting new services for accountants and bookkeepers in practice:

  • Sage Accountant Cloud– the platform to run your practice – brings together all your client information, important dates, documents and interactions to help you keep on top of tasks and jobs. It also gives one-click access to client bookkeeping in Sage Business Cloud Accounting, and an automated workflow to Accounts Production and Compliance/Personal Tax.
  • Sage 50cloud Payroll Online Bureau– we’ve given the 6,000 practices running payroll on behalf of clients the very best benefits of the cloud: automation. With secure online employee details and hours entry, payslips, payroll documents and reports – all with an automated workflow to and from payroll.
  • Accountants and Bookkeepers Hub– this has brought together all the expert advice and support we offer (from help with MTD to growing your practices, from toolkits to webinars) into one place, dedicated for accountants and bookkeepers.

 

Q: What developments can we expect from you in the next 12/24 months?

A: Our mission is to make admin invisible by 2020 for accountants, bookkeepers and their clients. Our roadmap for the next 12 months across both Sage Business Cloud (featuring accounting, payroll and payments) and Sage Accountant Cloud (featuring client/practice management and compliance) is focused around automation, efficiency and AI/machine learning driven proactive capabilities. A great example of this is automatic bank reconciliation and bank rules launching this autumn across Sage Business Cloud Accounting and Sage 50cloud.

 

Q: How will conversations with practitioners develop over that period – what will you be discussing with them in 12/24 months’ time?

A: We talk to more than 1,000 accountants and bookkeepers (face to face) every month through our expert field team and at events. We know that MTD is something that is on the minds of accountants and that together we can unlock the potential that digitisation presents.

Taking 60 days out for tax year-end and Christmas, there are just 90 working days to go until the MTD deadline next April. The average practice has 112 clients, so already that’s more than one client per day that practices need to get ready for MTD now. Our focus is therefore helping, supporting, enabling and driving practices to be ready for MTD.


Xero

Damon Anderson, director, partner & product, Xero UK

Q: What is your latest/impending product launch?

A: Most recently, we launched the all-new Xero Expenses. This has been one of our oldest features in Xero but it was overdue some love, so we’ve worked closely with our accounting partners to reimagine it from the ground up. It now offers businesses a more efficient way to manage expense claims and is smarter, easier to use and designed to benefit both the small business and their employees.

 

Q: What developments can we expect from you in the next 12/24 months?

A: Artificial intelligence has a fundamental part to play in all our product developments over the next two years.

Further proof of our commitment to improving productivity for small businesses is through our recent acquisition of data capture solution Hubdoc, offering our customers another powerful solution for better workflow efficiency.

Machine learning is paving the way to high-integrity accounting. Our Find and Recode software has already saved small businesses and their advisers in excess of 307 hours of time in the first year alone, and the next two years could see the elimination of data entry and coding entirely – a really exciting prospect for business productivity.

 

Q: How will conversations with practitioners develop over that period – what will you be discussing with them in 12/24 months’ time?

A: Making Tax Digital is having a major impact on the accounting profession, and supporting accountants through this change is our priority. And a modernised VAT returns experience will mean a better understanding of business financials as well as enable improved levels of efficiency and productivity.

There are the pacesetter firms that will have no problems in the coming 12/24 months. But many others might be faced with the daunting prospect of getting their clients’ finances online in a short amount of time, and we will be helping them navigate these waters.

It doesn’t stop there. Once MTD has been fully implemented, we then want to support practitioners as they build new service offerings or fuel their growth. We don’t see the conversations dying down any time soon.

Security is a popular topic in the industry at the moment, and it’s come to be expected that updating your security protocols, implementing new systems and reviewing processes can be a massive time sink-hole for accountants. With everything you’re looking at, it ultimately ties back to the biggest question of all: How secure is your firm?

We’ve already talked about how you can improve security internally, by looking at everything from checking passwords, bringing phones to work, training and more. But what about external security?

This is an even bigger question to be asking when you’re looking at the security of your firm, because it’s become common practice for accountants to offload some of their work and outsource. Doesn’t that beg the question “How secure are they?” because depending on what you’re outsourcing, you might be sharing everything from passwords to your various marketing engines to databases of contact information, and if your outsourcers don’t look after this data properly, it still could be you and your firm at risk!

To conclude our mini blog series on security, let’s look at some of the top things accountants outsource and how that can impact your security.

1. Marketing

This is one of the top functions of an accountancy firm to outsource. Providers like The Profitable Firm have become a staple component in firms promoting themselves through blogs, website pages, social media and more. But with this relationship comes a caveat: sharing information.

It’s often overlooked when thinking about the “greater good” that is marketing, but when you are working with a marketing company, it becomes common practice to share access to everything, from your website, to marketing engines like MailChimp and even social media accounts.

By doing so, you’re effectively giving a third-party access to a hefty amount of data. Your website could store submissions from your various enquiry forms. Your MailChimp account could contain lists of client email addresses. And it all starts with handing over the passwords to those accounts. In a case like this, it’s important to double check what security protocols these third parties have in place so that your sensitive data is protected on their end too.

2. Website maintenance

It’s a well-known fact that your website is one of the biggest marketing components for any business, let alone accountants. It’s your marketing hub, which means it’s important to keep maintaining it on a regular basis.

One of the lesser known facts, however, is the importance of an SSL certificate for your site. These have become more popular in the past couple of years and have become the norm for any website to have. An SSL (or Secure Sockets Layer) certificate, is an extra layer of security that effectively encrypts your website and therefore safeguards any sensitive data that is being sent through the website. This means any data submitted, whether it be through a contact or payment form, isn’t at risk of being stolen by hackers.

You can tell when a site has an SSL certificate installed by looking at their URL; if it starts with “https” as opposed to “http”, the “s” signifies it’s a secure site. This is becoming more and more important as it has recently been announced that any sites that do not have an SSL certificate will automatically be flagged as unsecure by Google and also de-ranked in Google searches!

Think about your user experience: Would you want to visit your site and be met with a screen that says “This site might be trying to steal your information”? That wouldn’t fill you with confidence in your accountant, let alone how they handle the security of any of your data. But the solution isn’t too difficult. All that you have to do is purchase an SSL certificate, which is readily available through domain and hosting companies, and have that installed on your site. Once that’s done, you can rest easy knowing your site is much more secure than those without an SSL certificate in place.

3. Accounts production

One of the final avenues that is popular to outsource is the production of accounts and tax returns. As you know, that’s what we do here at AdvanceTrack, and we like to think we take security pretty seriously with our online system and protocols in place.

If you don’t use AdvanceTrack, but have been considering outsourcing compliance work, it’s an important question to ask any provider. After all, you’ll regularly be sending financial data belonging to your clients and their businesses, so you want to make sure that this is handled well and protected on their end so that the data isn’t at risk of being stolen.

Security is important, act now.

Security is something that shouldn’t be overlooked, whether it’s internal or external. You need to look at everything from your internal systems, to the processes your outsourcers use, to the training needed for your staff.

When all that is done, your firm will undoubtedly be in a much safer position, as you won’t be leaving the security of your clients’ data to chance!

It’s a question that not many accountants are asking, but if neglected, it’s something that can have disastrous consequences.

It’s not enough anymore to sit there and say “hackers only target hard cash, like banks and credit cards” because whilst they may still be true to some extent, let’s look at all the data accountants tend to have: The financial data of your clients’ businesses.

That’s your clients’ livelihood and hackers have caught on this. They’ve realised that they can monetise all kinds of data, especially sensitive data belonging to your clients’, which means we have some catching up to do to make sure this is all protected!

We’ve already covered ways to stop using email to send sensitive information, and now it’s time to look at how you can continue to improve your firm’s internal security.

Look at who has access, and to what

When you’re sending sensitive documents to someone, be it through Dropbox, Google Drive or a client portal, you of course need to give your client access to then view that information.

That’s great, but how do you continually manage this? If access management is left unchecked, you could find that clients have access to areas they no longer need access to, or worse, they’re not entitled to have access to, but because it was left unchecked, they still do.

The problem here is that you need to consistently make sure that your clients only have access to the things they need access to, so that they don’t have the wrong privileges when they don’t (or no longer) need them. Better yet, if someone needs a higher level of access, it’s always a great idea to communicate any special or higher risks associated with that, so that they are educated on the policies and procedures you have in place to protect their accounts and their data.

Check your passwords

When talking about security, one of the most popular questions I’ve seen is “how often do you change your password?” But a more pertinent question would be “how many accounts do you have that re-use the same password?” The answer always surprises me.

Often, password re-use is one of the biggest security issues people have. Do you remember the LinkedIn hack of 2012? Hundreds of millions of users had their account passwords breached, but it presented a bigger problem for those who were using that password for other systems like Dropbox, Facebook and Outlook. Worse, a lot of the times, the hacker succeeded because of this.

Because of the beauty of password managers like LastPass, you don’t necessarily need to remember all your passwords, which gives you the opportunity to make them more complex without the pressure of potentially forgetting which letter was capitalised, or which letter was substituted for a number. A trusted system to manage all of your passwords gives you far more security that before.

Also, with two-factor authentication, you can add an extra layer of security to your password. This has become much more prominent with companies like Google and even Xero. Because banks have been using it for a long time, we’ve become much more accustomed to using two-factor authentication on a daily basis.

Another thing to be particularly careful of is usernames and passwords of past employees. It’s highly recommended that you delete these and change passwords so that any past employees, disgruntled or otherwise, aren’t tempted to log in again remotely.

Bringing your own device to work

Ever since the iPhone first launched, the way we work has been transformed. Instead of bringing your own laptop to work, people are now bringing what is practically a computer in their pocket!

The problem with this is if your personal device has got malware on it (which you may not be aware of in the first instance), as soon as you connect to the company wi-fi, you’re at risk of transferring that malware to everyone else. That’s the servers, the files, the emails, everything.

Now I’m not saying you need to implement a rule where people have to leave their phones at home, but it’s worth having the conversation with your employees so that they’re aware of the risks and the steps they can take to make sure their own devices are protected.

Give everyone training

Everything I’ve said so far ties back to training, and make sure you have firm-wide policies and training on security. That way you’re making sure your entire team is on the same page when it comes to how to handle data, how to keep data secure and what steps to take if things go wrong.

Why risk the vulnerability of data, when there are tools and support out there to keep your firm secure?

Handling sensitive data is evolving. From GDPR to SSL, from cookies to privacy policies, the way in which we invite our clients to share data with us remains ever-changing.

Let’s back-track several years and look at the history of how data was handled: There were floppy disks, a great piece of kit, but ones that couldn’t hold much data. There were CDs, easily breakable and easy to corrupt. Then there were USB drives, which could hold anything from a few documents to gigabytes of confidential information but were still at risk of being corrupted. And let’s not forget the days where we were just hand delivered all the documents we ever needed.

So, what’s the common problem here? Security and privacy. With all the new laws coming in this year and in the past, how you handle sensitive data has never been more important.

It begs the question: “Are you still using email?” It’s now more crucial than ever to look at whether or not you are actually 100% secure when you handle this information. Chances are that isn’t the case if you are simply using email to send confidential and sensitive documents.

But there are alternatives to email, and we’re here to show you the tools you can consider and why they could go a long way in improving the security of your client’s data and information.

Email isn’t always safe

Question to you: Are you aware of the multiple stops an email makes before it reaches its final destination? Truth be told, if you were, you’d probably think twice about sending private information via email.

It doesn’t just go from your inbox to the recipients. In actual fact, there are multiple servers along the superhighway before the email eventually arrives at its destination. The problem here is when the email is on that journey, it’s at the mercy of server administrators, who have the power to delete or even alter a message.

What’s wrong with this picture? Simply put, the security of the email is beyond your control. You’re hoping it’s safe, but what if it’s not? All it takes is one breach in data or one lost email, and your firm’s reputation, and more importantly, the relationship with that client, is at stake.

You’re risking their privacy and your own privacy. Even having a level of encryption only guarantees a level of privacy between you and your email provider. Once the email leaves there, that level of security is no longer there.

What about Dropbox or Google Drive?

More firms now are beginning to proactively address the need for security, and that often leads to trying systems like Dropbox and Google Drive. These systems are great for sharing individual files or entire folders with a specific person, and good news: they’re encrypted and secure!

But even so, these systems still have their flaws, particularly how you manage the information that is shared. It’s easy enough to share individual documents or folders, but currently both systems don’t give a way to track what has or hasn’t been shared. There’s no bird’s eye overview to display that information, and without this, it can easily become impossible to track what information is readily available and what access might need revoking.

Also, for some of you, you might have a client base that is not as technically-savvy as you, and they might not be familiar with a system like this. Sharing is a two-way street, but what if they’re the person on the street blocking the road and holding everyone up? They might not understand how to share information back to you, or how to even download and open anything you’ve shared.

The solution? Client portals

Client portals are becoming more and more popular, largely down to ease of use for clients. More importantly, they combine the best of both worlds, incorporating the use of emails. For example, some portals allow you to send an email to your client, but that email will send them a secure link to a document in the client portal which requires a password, rather than attaching the document in the email.

There’s also a whole host of built-in security features: Unique user ID’s, passwords, two-factor authentication, user tracking, data back-ups. There’s a lesson to be learnt in using a client portal, and that’s communicating in a safer way by not sending sensitive information via email.

Staying ahead 

There are a lot of trends and legislation that accountants need to keep up with, and data security and privacy are often at the forefront. The technology is there to help combat any security issues you might be facing, but the responsibility is on you to evaluate and begin implementing them.

If you’re still using email, and email only, ask yourself: “Is it worth the risk?” The security of that client’s information isn’t always in your hands, and that’s a risk that can cause you a lot of problems.

Why take the risk of breaching their privacy when there are solutions out there with all the layers of security and privacy built in? The choice is yours.

How much IT ‘knowhow’ do you need to hold in your practice? And who should hold it? Kevin Reed looks into why technology is vital to help your practice deliver high value ‘human’ services.

Many practitioners are taking a deep breath and preparing to get their heads around what their technology requirements will be for the weeks and months ahead. Such a task is one that falls outside of their comfort zone. But while talk of AI and robots creates a 50s-style Utopian vision, the reality is more complicated, real-life and, well, human. While the world is scary enough for practices to grasp, it’s also the case for their clients. And these clients – while happy to use tech to undertake tasks to support their business, wouldn’t think that technology would replace their unique service. And that is the same for practices. Technology can free an accountant from the mundane, placing them where their clients want them to be – providing proactive advice to help them grow. And this ‘human factor’ means that practitioners must think not only about how they provide that face-to-face service, but how the increasing and evolving use of technology will impact the future skills of their staff and colleagues.

As we have outlined in recent issues of AdvanceTrack’s newsletter, practices’ people, organisational and strategic elements must be in place to make the most of technology. Software and hardware are a means to an end, not the end itself. “Do not forget that people are the means to the end as well – the end is top client service,” explains Rakesh Shaunak, group chairman of MHA MacIntyre Hudson. “The two combined deliver that service.” The Top 20 practice has looked to add some formality into its approach to understanding tech developments. It has put in place an ‘innovation group’. This group of partners and senior staff “gaze at the horizon”, and then look to align upcoming tech with client offerings.

There is a lot of hype around artificial intelligence and robotics, but for Shaunak’s practice the key focus is on data analytics. This is enabling the firm to undertake much broader audits of client data rather than just looking at samples. Quicker and more straightforward auditing means it can be undertaken more often – so interim and quarterly audits are becoming more popular. This in turn makes the full-year audit easier. It can also be used in the tax arena as well – allowing MHA MacIntyre Hudson to benchmark clients and understand where there are opportunities to provide more wealth management and wealth generation services. So what does this mean for your staff? What do they need to know to be relevant in a modern practice? Ironically, with all this talk of tech, that isn’t necessarily the main focus of your team’s skillset. As has been said, it is all about client service.

Instead, the shift in training and recruitment has been to find go-getting, inquisitive people who have an aptitude in communication – or at the very least the energy and open-mindedness to learn. This is alongside getting to grips with core accounting and finance requirements.

“For us it’s about understanding analytics, with our people valuing soft skills training more highly than technical,” says Shaunak.

“There’s more emphasis on the ability to engage.” He admits that for some existing staff, re-training can be a challenge, even where programmes are run to help change mindsets. “We don’t always get there with some people,” he says. This issue accelerates in professionals’ career development “much more quickly than previously”, says Alison Stiles, head of business development at the ICAEW.

“Can you look at that financial information, spot trends, see problems, create advice and provide it?” she asks. Concurring with Shaunak, Stiles sees a “struggle” for practitioners that fail to grasp the nettle or help develop their staff and practice in this manner. Anyone wishing to continue in the profession must appreciate that continuous learning is now key. “Adaptability has to continue on all the way through,” she says. “So CPD on tech and its impact will be critical. The model of looking at books and then you’ve ‘learnt it’ is long gone.”

The other thorny issue to consider with technology is who’s going to look after it all? Smaller practices in particular can find this a head-scratchingly difficult thing to manage. As with all small businesses though, it’s about focusing on your core service, and handing over the day-to-day running of such matters to someone else. “You don’t need to be a tech ‘expert’, but use it as a platform. Rather than foist it onto someone internally, look to outsource it,” suggests Stiles.

Shaunak says that a “sound principle whatever the size of your firm” is to separate IT strategy from IT delivery. From this point you can then consider which aspects need to stay in-house or can be outsourced. “We’ve outsourced IT equipment procurement, while an internal team looks after maintenance,” he explains. While the innovation team brings together people from around the practice, a senior manager heads up strategy. There is also an internal head of delivery. “When you have these roles combined then it breaks down, as the person will get bogged down in operational matters,” Shaunak explains.

Carl Reader, a director at Swindon-based practice d&t, says that a full-time IT director focused on operational matters is not really needed in a smaller practice but – as also suggested by Shaunak – you will need team members that see the value of technology from a client perspective.

Formalised communication between partners and the team members using technology on a day-to-day basis is critical, he believes. Without that line, a lack of understanding occurs about what tech is needed, and how things currently work.

“As firms get bigger, beyond the sole practitioner, there is often a disconnect from what the partner wants to buy and what the team wants to implement,” he explains. “The partner is sold the story for a horribly complicated dashboard, but other staff might not understand it.”

Reader believes that the technology to interact with core accounting systems that will help provide better client advice is already available – the skills gap is in “the ability to understand commercially how that impacts the client and what to tell them”.

“Business development and technical skills can be taught,” he says. “You’re looking for that spark, to be able to deliver soft skills to help clients.”

It is interesting to observe the changes in the profession as a result of technology. As a technologically advanced accountancy outsourcer, we understand the changes and are driving the biggest changes in the profession. Cloud accounting is transformational.

What is surprising is that there are a significant proportion of firms who have yet to develop an integrated approach to cloud accounting and bookkeeping.

Receipt Bank contribute their thoughts on making bookkeeping pay for the professional firm. This is available to read on our website.

Many accounting firms have steered away from bookkeeping in the past due to the relatively low value and the large volume of paperwork. Consider how much work you passed to local bookkeepers in the past? Consider how inconsistent the quality of these bookkeepers has been over that time.

So what are your options today?

No change (The Do nothing strategy)

That is a strategy of sorts. The long-term impact of such a strategy is to reduce the long-term value of your practice, as few new entrepreneurs will buy your firm’s services if you don’t demonstrate cloud capability.

Half-baked cloud strategy (Partial cloud strategy)

There are many firms that fit this profile. Consider how many of you have clients that use Sage, Xero or QBO (and many others) and because your client has introduced you to them, you do support them, but it is almost accidental?

In this instance, you support anything as long as you win the client.

Full cloud strategy

This is where the firm has a clear strategy as to which products it will support and how they will transition appropriate clients to their chosen software products and how they will attract new clients using their expertise in the chosen products.

A truly professional outsourcer like AdvanceTrack® can deliver cost-effective and efficient delivery of bookkeeping and other compliance services. This strategy can also help deliver a cloud strategy faster than in-house staff.

Outsourcing should help you focus on what you do best – deliver better service and advice to your clients.

AdvanceTrack® is run by UK based ICAEW Chartered Accountants and are certified by BSI in the UK for ISO9001:2015 (Quality Management) and ISO27001:2013 (Information Security Management) and operating since 2003.

Call us today to arrange a meeting to help you develop and deliver your cloud strategy on +44 (0)24 7601 6308

“It is interesting to observe the changes in the profession as a result of technology. As a technologically advanced accountancy outsourcer, we understand the changes and are driving the biggest changes in the profession.”