Finding the right software solutions for your accounting firm can be a challenging task. Between the many options on the market today and all the suggestions thrown your way on what you should use, it can be downright overwhelming.

We know this because we hear this from accountants every day.

Luckily, it doesn’t have to be overwhelming when you follow our proven eight-step process.

In our recent article, we walk you through the first four of eight key steps to finding the right software solutions.

Steps 1 - 4 to Finding the Right Software Solutions

1. Determine Where You’re At

Create a list of your current software solutions and make a note of:

  • What you like and what’s working for your firm.
  • What you don’t like.

When you know where you’re at now, what you like, and what you don’t like, you can then figure out what you need.

2. Figure Out What You Need

What features or solutions are important for your firm? What do you need? Consider the following:

  • Challenges and pain points. What is your firm struggling with? What could make your life easier?
  • Actual needs vs. wants. For every item on your list, consider whether it’s a real need or a bell and whistle.

3. Compare Your Options

Find and compare your options for software solutions. Here are some tips:

  • Ask for recommendations from colleagues, but don’t rely on these alone
  • Check online reviews
  • Visit product websites

4. Learn and Test

At this point, you should have narrowed your choices down to a few potential solutions. The next step is to learn and test these products. Consider maximizing the use of:

  • Free trials
  • Demo accounts

Software can help your firm grow, save money and meet the needs of clients even better. We touch on just a few steps above in brief detail, but we go very in-depth on all of these topics in our most recent article. Read the full article here.

Be sure to watch out for part 2 of this series to read about the final four of eight key steps to finding the right software solutions.

To learn more about how Client Hub can help you with cutting-edge software solutions, schedule a demo, or contact us here.