How accounting firm workflow software can improve employee satisfaction

Accounting firm workflow software might not seem like something to get excited about. But technology plays a bigger role in employee engagement than you might think. Clunky manual processes can make work tedious and unpleasant for your staff. And it may even scare your firm’s future leaders away.

In fact, using the latest software is a good sign that a firm’s culture values innovation and employee satisfaction. Firms that invest in tools to help their employees work smarter are rewarded with happier staff… and happier clients.

Technology and Firm Culture

Perks like unlimited paid time off, bonus programs and dress codes have obvious, immediate effects on firm culture. But less apparent may be the effect a firm’s technology has on the overall culture of the firm. In reality, accounting firm workflow software can make a big difference when it comes to creating an environment of value and accountability. For example:

  • Centralized data. With a central location for all client data, your staff can more easily share knowledge and more accurately answer client questions.
  • Standardized processes. With a clearly identified workflow, employees know exactly what happens when for each project. Accounting firm workflow software can help your new staff get up to speed quicker and produce more consistent results for clients.
  • Improved accountability. Giving staff visibility into project status, efficiency and other KPIs helps build a culture of accountability. When your staff understand how their work affects the overall success of the firm, you’ll find employees providing more pro-active, value-added service for clients.

When you minimize staff frustration, you maximize the overall effectiveness of your office. Happier staff leads to less turnover, higher client satisfaction, and ultimately, a better bottom line.

Reshape your firm’s office culture. Download the ebook, Five Ways to Reshape Your Firm’s Culture.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall