Leverage Best in Class Tech Archives

Weve just found an incredible tool thats completely streamlined how we create SOPs (Standard Operating Procedures).

Using AI, it transforms Loom videos into ready-to-go SOPs in seconds!

Weve used it to build playbooks for roles across the team, and its been a huge time-saver as we onboard new team members.

Managing your client meetings and strategy calls can be a juggling act. Coordinating schedules, sending emails back and forth, and playing phone tag can be time-consuming and frustrating.

Calendly simplifies scheduling. It sets your availability and syncs with your calendar to ensure you’re never double-booked. 👍

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Play Video about How Our Ignition Proposals Support Those In Need Thumbnail

B1G1 is a global giving initiative by Paul Dunn. There’s a way in ignition that allows us to incorporate various actions into our business operations.

For example, when a client accepts a proposal through Ignition, we can use Zapier to connect and integrate different giving impacts. We have decided that each time an Ignition proposal is accepted, we contribute a day’s worth of access to education, shelter, and a school meal for a child in need in Kenya. The cost for this impactful is just 0.95 USD.

The best part is that the automation takes care of all the calculations and tallying for us, thanks to the Zapier integration. It’s a cool addition to our giving process, making it effortless and meaningful at the same time.

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Play Video about Top Tech Tips For Your Accounting Firm Thumbnail

Having the best in class technology and an integrated tech stack is KEY when it comes to running a high performing accounting firm.

This includes using cloud only software as well as cutting edge computers and audio visuals.

Inspire’s Tech Stack

Inspire has tried and tested different software throughout the growth of the firm. What worked at the start, doesn’t necessarily get us to the next level. We’ve combined a list of the app or tech stack we currently use with a philosophy of ‘best in class’ when it comes to what we select. Take a look and see if there’s some apps that may benefit your firm.

For more tips and trick around creating a High Performance Firm, follow us on our socials:

Play Video about Tech Struggles We Experienced At Inspire Thumbnail

Ben Walker, Founder of Inspire Accountants and High-Performance Accountants share his tech struggles during the early days at Inspire. Here’s what he said:-

Inspire 1.0

The problem I had was using entry-level computers that we don’t update. Maybe we’re using the free or the light version of the software and you’re your own IT girl, or you don’t have the cash to invest in awesome equipment. These are the things I struggled with then.

Inspire 2.0

Your team complained about their computers. But I see a lot of firms in this revenue range using all-in-one software packages like HandiSoft or MYOB. They do everything in your practice, maybe not everything, but most things in your practice but each thing potentially poorly.

You have a server on-site, and you sign up with software that’s appropriate for maybe your current size, instead of the business you’re growing into using software that first came out 20 or more years ago. So, I think there’s just such good and efficient software now that we need to be using best-in-class software.

Inspire 3.0

Audio and video quality on Zoom and client meetings are poor. We had limited thought put into them. This is an awareness thing. That’s the reason why I’ve got a pretty crazy mic setup and headphones. I’ve got a 4K camera for my webcam. These are distinguished things I’ve made to give that online experience as best as I can with the equipment I can get access to, but also for our team who sit in client meetings every day.

And the other tricky thing was we don’t have scalable software such as enterprise-level CRMs or workflow managers.

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Play Video about eSigning Tools For Account Landscapeants

There’s a few eSigning tools for accountants. We’ve been using eSigning since the very early days of Inspire. In 2013, we used DocuSign, which at the time was the gold standard and one of the first online signing providers. About 4 or 5 years ago, we started to lose the love for DocuSign. They kept hitting us with quite extreme price rises from 60%, 70% to 80% increases per year so we had a suss with another couple of providers.

Preferred eSigning Tools For Accountants

We are now using two eSigning providers:

Xero Sign – which is inbuilt with Xero. We send our clients’ BASs through that. It’s a simple way to send it out and get them signed
Annature – For document packs like tax returns and financial statements for a group, we’re using a software provider called Annature and have been using it for the last six months. The feedback from the team has been pretty good and similarly with clients as well. It’s a great user-friendly option.

Tech Stack Guide

Check out Inspire’s Tech Stack Guide. Inspire has tried and tested different software throughout the growth of the firm. What worked at the start, doesn’t necessarily get us to the next level. We’ve combined a list of the app or tech stack we currently use with a philosophy of ‘best in class’ when it comes to what we select. Take a look and see if there’s some apps that may benefit your firm

Preferred eSigning Tools For Accountants

Tech Stack Guide

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