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6 Time-Saving Ways to Automate Your Accounting Business

Automate Your Accounting Business

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While accounting is often considered as one of the longest established services within the business world, the speed in which the industry is evolving has resulted in even the most established accounting firms having to find innovative ways to survive.

And while technology has resulted in some roles of accounting being replaced, there are ways you can embrace technology within your accounting business so that you have more time to focus on what matters most… your customers.

So how exactly can technology be used to automate your accounting business?

In this article, we’re going to share some of the most common workflows you can automate to reduce the time you spend on repetitive admin tasks once and for all.

Let’s get started!

Ways to Automate Your Accounting Business

Scheduling Meetings

Being able to create a streamlined meeting scheduling experience not only saves your team countless hours of unnecessary follow-up it also provides your clients with a professional hassle-free user experience they’ll love.

Using platforms such as Calendly and Acuity Scheduling, you can create a centralised appointment scheduling system for your entire time that integrates seamlessly with your existing calendar applications ensuring you never miss an appointment again.

You can then automatically import the new leads data directly into your CRM platform using Zapier or Integromat allowing you to say goodbye to manual data-entry for good.

Streamlining Client Billing

Keeping client billing intact can be a challenge for even the most experienced accountants.

Thankfully with the help of platforms such as ClickTime and Harvest, you can automatically track the time spent on each client’s account providing you with an accurate summary of how much time you spent on each client.

You can then automatically send this data to your preferred invoicing platform every month using  Zapier or Integromat ensuring a streamlined billing process for you every time.

Qualifying Sales Leads

Offering a fast, professional and friendly service not only provides potential clients with a strong image of your brand, but it also allows you to better understand your leads exact requirements as soon as they first interact with your brand.

Using platforms such as Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email-based upon how they have interacted with your brand or what services they are enquiring about.

You can then import each sales enquiry automatically into your CRM platform using Zapier or Integromat for your team to follow up with.

Collecting Survey Responses

Maintaining an accurate record of client data can be an uphill battle if you’re used to doing so through dated PDF forms and email.

Thanks to platforms like Paperform and Typeform, you can collect detailed survey responses directly from within your website or via email simpy and segment your data based upon their responses saving you the need for manually reviewing each response.

You can then automatically upload this data within your CRM using Zapier or Integromat proving you with all the required information in one centralised location

Streamlining Contract Signing

Contact signing has come a long way since the need for hand-signed signatures and priority overnight mail packages to finalise new clients’ contact and then manually scanning and uploading those documents to your PC.

With platforms like PandaDoc and HelloSign you can electronically create, send, sign and store all of your legally binding documents all within one easy to access location.

You can then create a backup of each document within your Google Drive using Zapier or Integromat ensuring you never lose an important document again.

Onboarding Clients

Last but not least in our ways to automate your account business is the ability to automate your customer onboarding.

Thanks to platforms like Zapier or Integromat you can automatically trigger your invoicing platform to create and send a new invoice once a deal is marked as won or trigger your email marketing platform to send a series of onboarding emails.

You can also trigger announcements to be triggered within team collaboration tools such as Slack or new projects to be added within your team’s project management system, the possibilities are endless!

And there you have it 6 time-saving ways to automate your accounting business so that you have more time to focus on delivering an award-winning customer service.

Ready to Grow Your Accounting Business Using Automation?

Feel free to check out some of the recommended tools using the links provided for more details on how each tool can be used within your business or Schedule a Free Automation Consultation with our team today about growing your accounting business using automation today.

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