As firms build out tech stacks to best support internal operations and nuanced client work, third-party apps have become increasingly important to accountant and bookkeeping practices. But choosing and evaluating the right apps that can serve all stakeholders can be daunting.
Apps are good for all kinds of processes, and are especially helpful for CAS practices who need complementary apps for various industries—construction and practice management, for example. This downloadable resource explores the different types of apps and the jobs they perform, and walks through the evaluation process for selecting apps. We provide tips and considerations for requirements, shortlisting apps, and offer two evaluation methods—a baseline app evaluation and a more systematic, scoring approach.
You'll learn how third-party apps can facilitate information flow, reporting, and compliance motions with the goal of as little manual intervention as possible. You'll also discover how to involve appropriate stakeholders, and have clear guidelines to ensure the best options for improving efficiency are identified.
Start here to ensure you can cut through the options, and select the right app fit for your clients and practice.
