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Tech Stack Playbook For Accountants & Bookkeepers
Will Farnell, Founder of Farnell Clarke Accountants and author of 'The Digital Firm' currently helps firms select the best tools to boost revenue and reduce admin.
Within the guide, Will has outlined the advantages of each type of tool out there, the specific ones he recommends and highlighted the ones that he uses in red.
"Absolutely love Practice Ignition! Makes our proposal process fluid so that prospects become clients with the least amount of effort. We've had feedback from our clients that they love it too!"
Chloe Waight
Lodestar Accounting
"Over the past half year since coming across PI, it has proved to be a truly amazing time-saver for us, so much so that it has made us do away with all the processes linked to correspondence."
Karrim Mansoor
Mansoor Associates
Error-free engagement letters, in seconds
Automatically generate engagement letters to go with your proposals, making every contract error-free and compliant with legally binding e-signatures.
Collect e-signatures for faster acceptance
Let your clients digitally sign from their computer or mobile device, and always know what to include, who governs engagements, and how often you should renew.
Get paid on time, every time
Once your client accepts, invoices are automatically created and paid in your accounting software when payments are processed, helping you eliminate receivables.
Flexible integrations for better workflows
Easily connect Practice Ignition to tools your team already uses to help boost your productivity: Xero, Quickbooks, Karbon, and Zapier.
Impressive proposal templates
Choose from our wide selection of professionally written proposal templates and start closing more deals. We include terms of service and client payments in each proposal template.
Forecast your growth
Practice Ignition allows you to forecast your revenue for the year ahead. Improve your business and be proactive.
Your clients sign your contracts, and your dashboard is updated immediately. No more spreadsheets, just decisions based on accurate numbers.
I used to use (and pay for) multiple programs. I was using Adobe eSign for online contracts and accepting payments through a myriad of processors: Bill.com, Stripe, Paypal, Intuit, check..Practice Ignition wiped all that away.”
Ingrid Edstrom
Polymath
Take the plunge as soon as possible. You have no idea how beneficial it'll be until you actually get started. Believe me, it will reinvent your practice for good."
Tom Jamison
Abbeygate Accountancy