Your Bookkeeping firm runs on too many tools. Here’s the data to prove it.
You’re not the only one dealing with this.
We surveyed 261 bookkeeping firms about their tech stack. The findings reveal a clear gap between what firms use and what they actually want — and what it’s costing them. Here’s a glimpse:
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Straight from the Source
What firms told us they want in software: less patchwork, one platform
That all of our tools integrate seamlessly together so we only have to use one login.”
I’d want one place for client receipt and document storage, invoicing, proposal and contract generation, client transaction questions, and payment processing.”
I’d want to see all of my clients in one dashboard, along with their status, pending items, due dates, and progress.”
That everything we need for our business is all connected and within ONE program.”
I would love to have seamless integration between all tools so I don’t have to spend so much time going back and forth to make sure I’ve completed everything necessary.”
That data transfers automatically so I don’t have to manually enter multiple times when numbers change.”
Complete integration of all tools.”
Having everything in one place.”
Everything just works together.”
Having one comprehensive tool that satisfies all needs rather than multiple tools working separately.”
I’d make all my tools sync seamlessly in real time, so nothing ever falls through the cracks and I can focus entirely on delivering results instead of troubleshooting integrations.”
One software to send proposals, manage documents, and track progress of client work.”
“One place to find all information for clients.”
One key software to manage everything.”
One platform, full visibility, and seamless integration.”
One real source of truth.”