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Evaluate & select the right accounting apps for your firm

The accounting app landscape is growing at a rapid rate. Even the most tech-savvy accountants and bookkeepers are experiencing app fatigue due to the sheer number of available apps – how do you ensure you’re choosing the right tools?

Accountants and bookkeepers who wish to be trusted advisors must be able to efficiently build a cloud accounting technology stack that will meet their clients’ needs. As the app ecosystem continues to grow, standardizing your app evaluation process is becoming a vital part of practice management.

This free app evaluation checklist (presented by Fathom and Hubdoc) will provide you with:

  • Tips for identifying your firm’s technology needs
  • Best practices for discovering and vetting apps
  • A detailed checklist of items to test when evaluating apps and auditing your tech stack