50 Technology Questions for Accountants Guide

Your role as an accountant is pivotal to your organization, yet you may find yourself bogged down by spreadsheets, manual data entry and error-prone reconciliation exercises. In an effort to improve your current accounting processes, you’ve begun researching integrated accounting, investment management and reporting solutions. You and your team have likely drafted a specifications list a flexible General Ledger, bill pay functionality, partnership accounting capabilities but how do you know which questions to ask?

Download our 50 Technology Questions for Accountants Guide to know the questions that will help you measure the full breadth of a wealth management solution's accounting capabilities.

 

50 Technology Questions for Accountants Guide