An accounting workflow app may be just the tool you need — but not all tools are created equal. When you’re looking for any new type of technology to implement at your business, there are plenty of things to consider. You have an entire team who will need to be able to learn and master the new tool; you have an entire working ecosystem of devices and apps that your new software needs to fit into. Adapting to a new workflow app is a huge commitment. That’s why it’s so important to consider the following features.
Organization
An accounting workflow app should help you to organize your client services. That includes scheduling and assigning work to the various members of your team. You should look for an app that allows you to easily schedule your work and then step away, without having to worry about constantly adding new to-dos. Look for software that allows you to schedule both recurring tasks and quickly add new ones — just for those times unexpected work pops up.
Additionally, in terms of organization your app should help you to organize client activity history, contact information, and important usernames and passwords.
Tracking
Time is money, but did you know that workflow apps can actually help you and your team keep track of how long it takes to complete assignments? Scope creep is one of the biggest threats facing your success as an accounting firm, which is why it’s vital to fully understand the amount of time and energy it takes you to complete client projects.
Procedure Documentation & Storage
Good workflow is dependent on all the parts of your business operating effectively and in tandem. The problem is that there are a lot of parts. You and your team members wear a wide variety of hats throughout the day and tackle all kinds of procedures. An accounting workflow app can help you create and store all of your procedures. With software like Aero Workflow, you can even gain access to premade checklists to utilize throughout your workday. Our Aero Library has over 100 templates and procedure guides ready to go for you to use!
Integration
For a seamless workflow, your apps should all play well with each other. A good workflow app for accountants is able to integrate seamlessly into your existing workflow and connect to the other software you use throughout your workday, such as Office 365 or your Quickbooks Online account.
Are you currently in the market for a new (or your first) accounting workflow app? Check out our free trial of Aero Workflow today to see if we’re the right match for YOU!
