How to Create a Modern, Efficient Accounting Firm

The goals of a successful firm are to increase productivity, ensure your team understands what’s expected of them, make processes like onboarding consistent, meet clients’ needs, and avoid bottlenecks. How can accounting firms achieve these and other goals, such as increasing profitability and stimulating further digital transformation? The answer might surprise you: You need to focus on efficiency.

Continue reading to learn how to achieve these goals using a document management system (DMS). 

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How can you become a more efficient firm? Your accounting tech stack should include a document management system and client portal.

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