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Fall in love with workflows
Available On-Demand

How to build the perfect accounting workflow

 
Is there such a thing as a perfect accounting workflow? It’s hard to say. With new technology, the rise of AI, and ever-changing client demands, there’s always room for more efficiency. But knowing where to start is often the hardest part. 

To help you get started, we’ll be taking you through our recommendations for building a close-to-perfect workflow – a blueprint for success that can be tailored to your firm and clients. You’ll learn how best to automate and use data to your advantage. We’ll also be sharing where Dext fits into the picture and how our tools can help you build along the way.

All attendees will also receive our new step-by-step guide on how to automate your workflow.

Available On-Demand

Webinar speakers

katie hoare (1)

Katie Hawking
Head of Customer Success, Dext

Katie joined Dext in January 2021 having spent 13 years in practice, specialising in small business development and focusing over the last 5 years on the digital transformation project for the 5 office firm. Katie spear headed the navigation through the app marketplace, developing a tech advisory offering and getting the firm MTD for VAT ready. She then spent 3 years working for one of the worlds largest cloud accounting software platforms as a partner consultant and then practice solutions specialist, supporting and advising a large number of accounting firms across the UK.

Steve Cox Headshot

Steve Cox
Business Intelligence Director, IRIS Software Group