Automating an accounting firm - Practice Management, Client Portal, Emails

  • 20 May 2020
  • 6 replies

Hi there,


Would love to speak with someone on automating our accounting firm.  Biggest questions:

  1. Practice Management - what are you using?
  2. Client Portal - safe and secure but easy to use 
  3. Email Campaigns - do you use anything other than Outlook, what and why?


Thanks a bunch in advance!


6 replies

Userlevel 7
Badge +9

Hi @plwhite 

Quite a few of my clients have been accounting firms. If you send me a private message I’ll be happy to chat about options.

Userlevel 3

What country are you in @plwhite ?


I am in the UK.

@Davidh88 I am in the US, east coast


Userlevel 3

Cool.  Out of my geography for knowledge of US practice management system.

Userlevel 7
Badge +5

Hi @plwhite ,

Circling back here to make sure you were squared away! Were you able to create this workflow or find someone who could assist? 

Userlevel 7
Badge +8

Hi @plwhite!

I just wanted to check in with you to see if you’d managed to get things working, or whether you could still use some help here. Please let us know :)