Technology stack in The Modern Firm®

See how to take advantage of integrated applications and automation to create a technology stack for the modern client accounting services model.

10 pages

Size 1.7MB


Technology stack in The Modern Firm®

Every firm is unique, but most share a common set of pain points. Gain access to a structured and proven roadmap—Business Model Basics—for guided direction on overcoming these challenges and building a modern firm, with steps like:

  • Defining your firm’s culture through clarity, candor, connection and consistency.
  • Identifying who you want—and love—to serve.
  • Creating thoughtful, intentional and streamlined communication with your clients.
  • Enhancing your firm’s security through training and the right tech stack.
  • Productizing your services to be proactive instead of reactive.
  • Making the client experience frictionless with the right technology and digital processes.