Products
David Smith specialises in testing and reviewing technology for Accounting Practices. Below are some top product picks to improve processes and profitability in your firm. For more information on any of these products, click the logo or title.
One Page Client Report
To assist firms in providing clients with summarised
information regarding the multitude of companies, trusts, superannuation funds,
partnerships and individuals controlling their money, Smithink 2020 has developed a One Page Client report that combines all entities data onto a single page.
Free Checklists for Chartered Accountants
Smithink 2020 recently provided its software selection checklists to the Institute of Chartered Accountants for members to access for free. The checklists cover practice management systems, document management, workflow, job management, practice websites, intranets and best practice precedents.
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