QB Talks September: Practice Management App Comparison

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Hosted by: William Murphy & Debra Kilsheimer

Sponsor: Guideline, offering impactful 401(k) retirement plans for businesses of any size.

This month, Murph will examine a dozen Practice Management Apps, including Aiwyn, Canopy, Client Hub, Docyt, Financial Cents, Firm360, Karbon, Keeper, Mango, TaxDome, QBO-Accountant, and Xero Practice Manager.

Numerous features, critical to professionals like accountants, will be reviewed for these apps to help you decide which solution(s) best meet your requirements.

Practice Management Apps incorporate a broad range of functionalities, ranging from Client management to Document management, from Project management to Team management, and Integration. Each functional area boasts a group of features, many of which are specific to the accounting profession. For example, within Client Management, you will find features such as communications, engagement letters, e-signatures, and portals. Within Project Management are features such as assignments, checklists, templates, and workflows.

The goal of this webinar is to equip you with the knowledge you need to find an optimal solution for your accounting, bookkeeping, or consulting practice.

Learning Objectives:

Upon completion of this webinar, participants will be able to:

1. Identify at least three Practice Management app functionalities.
2. Select at least one specific feature from each of the five Practice Management app functionalities you consider most important to your practice requirements.
3. Choose one Practice Management app from the list of those presented that you would like to find out more about.

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CPE Credits: 1

Subject Area: Computer Software and Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free