With only five of us in the firm, we were faced with no small thinking about whether the engagement letter software for accounting would warrant the investment. The manual engagement letter process was rather tedious but satisfactory for a small clientele of perhaps 50 businesses, which was more in line with our reasoning. However, with aspirations to grow beyond this, we had to rethink our stand due to increased compliance requirements and the huge need.
In that sense, the decision was not solely based on efficiency but also on placing our small practice in good stead for the future. Smallness worked as an advantage during the implementation phase, where we could act promptly in decision-making and adopt new processes.
After thorough research, we decided on Figsflow’s engagement letter software for accountants because of the scalability of its pricing and features, which did not bombard our small team. In two weeks, system training and implementation took place, where every member of the team was involved.
The impact was sudden and tremendous. Processes that consumed partner attention, such as customising engagement letters and following up on signature receipts, were automated. Instead of 40% of our administrative assistant’s time being consumed by managing engagement letters, now she can dedicate that time to looking after clients.
With only five of us in the firm, we were faced with no small thinking about whether the engagement letter software for accounting would warrant the investment. The manual engagement letter process was rather tedious but satisfactory for a small clientele of perhaps 50 businesses, which was more in line with our reasoning. However, with aspirations to grow beyond this, we had to rethink our stand due to increased compliance requirements and the huge need.
In that sense, the decision was not solely based on efficiency but also on placing our small practice in good stead for the future. Smallness worked as an advantage during the implementation phase, where we could act promptly in decision-making and adopt new processes.
After thorough research, we decided on Figsflow’s engagement letter software because of the scalability of its pricing and features, which did not bombard our small team. In two weeks, system training and implementation took place, where every member of the team was involved.
The impact was sudden and tremendous. Processes that consumed partner attention, such as customising engagement letters and following up on signature receipts, were automated. Instead of 40% of our administrative assistant’s time being consumed by managing engagement letters, now she can dedicate that time to looking after clients.
