Jason On Firms Podcast

402 The Trouble With Practice Management Systems

Jan 17, 2025
The podcast dives into the outdated nature of current practice management systems and their struggles with tax intake and month-end processes. It weighs the tension between stagnation and emerging innovations in client communication, spotlighting Liveflow's game-changing dashboards. Financial Sense is showcased as a leading option for small accounting firms, emphasizing its dual functions. Additionally, the discussion highlights the urgent need for automation to address inefficiencies and encourages building resilience against negativity in the digital landscape.
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