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Tax & Accounting21 November, 2019

Three ways to make the most of your practice software

The go-live date was successful, a few niggles have been ironed out and your new practice software is up and running. It’s hard to remember what life was like without it and your team is getting to grips with a different way of working.

At this point, it would be tempting to sit back and think it’s all done and dusted. But getting the best out of your investment means seizing all the opportunities the software offers long term.

Here are three ways to make the most of your investment:

1. Review your existing processes

Following installation, it is important not to manipulate the software simply to fit entrenched inefficiencies. Is the way you’ve always done things necessarily the best?

To give an example, if you can introduce automated billing – and with CCH Central you certainly can – it makes sense to amend your current process accordingly, not the other way round.

The Wolters Kluwer Professional Services team has worked with customers who have rooted out inefficient, manual processes, often a spreadsheet at a time. Looking back the effort pays dividends in quantifiable productivity increases.

2. Keep your software up to date

If you don’t take advantage of extra features and bug fixes in subsequent new releases, your software will degrade over time. It will be harder to maintain, and you’ll miss out on some serious time savers. Making the most of your software relies on knowing you are using all of the features to drive more efficient processes.

Assign a dedicated member of your team to monitor these updates and schedule time to implement them. Ensure that you or a dedicated member of your team is aware of these updates, reviews your current processes and ensure they evolve with the software.

3. Win hearts and minds

Don’t neglect to bring your colleagues and team members along with you. Recognise that technology transformation involves cultural change. You need to help them accept that what worked in the past enabled the firm to reach its current size, but may not necessarily secure continued growth. Today’s clients require a different approach and new methods of communication.

Consultants such as the Wolters Kluwer Professional Service team are highly experienced at overcoming resistance to change and guiding the most reluctant user on how to get best value out of your software, with best practice tips and shortcuts. It’s what they do, every day, up and down the country.

Involving our consultants beyond the initial product training will help you continue to improve your internal processes and achieve significant time-savings. Business consultancy training on a frequent basis will help you use the software efficiently and review your processes to make sure these continue to improve.

Considering changing your software or practice processes? We have a specialist team, many of whom have spent years in their own practices, who will guide you every step of the way. Book a demo or email [email protected].

We’re experts in providing information, software and services to tax executives who work in complex, compliance-driven environments.  Our innovative and mobile technology provides the information that tax, accounting and audit professionals need to make accurate decisions, comply with legislation and to increase the efficiency of their operations. We support our customers by offering expertise from our in-house team of finance professionals, ex-accountants and developers.
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