Building the 2025 Tech Stack

Choosing the right practice management (PM) system is essential for constructing a robust tech stack for small accounting firms. The evolution of practice management systems over the past few years has seen them integrate multiple functions, from client portals to email communications. However, the challenge remains in identifying which system aligns best with a firm’s specific needs, particularly when faced with a plethora of options. As firms grapple with integrating workflow tools alongside their PM systems, it’s crucial to differentiate their distinct roles within operational processes.