So first-off, data capture. Historically this had meant a shoe box full of receipts at the end of the year, but for your practice to succeed you need to move to “digital shoeboxes” and real-time data transfer
And finally, collaboration, engaging with your clients on a regular basis, keeping them abreast of deadlines and tasks as well as giving them the opportunity to keep you informed on a real-time basis. Giving them access to collaborative workspaces and e-sign tools
Number 2, connection, intuitive software which seamlessly connects and throws your data into the right locations for ease of processing, for example data that filters through between bookkeeping, accounts production, corporation tax right through to your practice management software