Practice Management Software vs. Ticketing Software For Firm Management The CPA Advisory Show

In this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:


· How ticketing software can be used to manage the workflow of a firm.
· What is practice management software?
· What’s the difference between practice management software and project management software?
· The importance of tracking the history of client engagements – digitally!
· How these platforms can help you share information across the team
· Are we still using email or are we using one of these other systems?
· How does the month end close tie into the practice management system?
· What analytics are important to layer on a project/workflow management system?
· How does a CRM system fit into a firm management software ecosystem?
· How important is integrated data within a firm?



Follow the show on Twitter @CPAAdvisoryShow

Jeremy Wells on Twitter @JWellsCFO

Chris Hervochon on Twitter @ChrisHervochon


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