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Optimizing your accounting tech stack


Designed to help with

Processes & technology

These two pillars support any accounting practice. Set yourself up for success with our checklist for assessing your processes and choosing new tech.

Identifying core apps

Build a tech stack capable of saving your staff hours each week. We’ll offer our top 5 app categories to begin as well as some options with insights from the accountants using them.

Next steps

Round out your investigation with a four step plan to evaluate your current tech stack and scope out future additions.

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