The automated practice: how technology can serve your firm

Overview:

Accountants and business owners are living in a time of rapid change, driven by technology and legislative changes like Making Tax Digital.

This Talk will explore how to successfully embrace the changes that will really make a difference to your firm. Our panellists will share practical, real-life insights about the tools that are underpinning their compliance, marketing and client service activities.

Key discussion points:

• The MTD effect: how tax digitisation is changing practice
• Mechanics of automation: bank feeds, data capture and reporting – mapping out workflows from data entry to bookkeeping to filing
• Bringing it all together to improve client experience
• Future predictions for 2020 and beyond, and practical advice