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App Advisory Checklist

App advisory starts with finding the right apps

As the accounting technology ecosystem continues to expand and the demand for app advisory increases, advisors must be able to effectively evaluate accounting apps to increase profitability from their app advisory services.

In order to do so, it’s important to standardize your selection criteria so you can more efficiently discover if the app will resolve your business needs. But what exactly are some of the items that should be considered when determining if an app is the right fit for your firm and your small business clients?

We teamed up with Xero to put together a checklist that will help you better manage your app evaluation process and make better tech decisions. The free checklist includes:

  • A detailed list of considerations when testing new Xero add-ons
  • Tips for determining if Hubdoc and Xero are the right fit for your firm and clients
  • A customizable Google Sheet that you can modify to better fit your firm’s app criteria and streamline your app selection process