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The 10 Steps to Building a Cohesive Accounting Tech Stack

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Building a scalable accounting tech stack is no easy feat. It takes a well-thought-out plan to ensure that you are making the best decision when adding new pieces to your digital toolkit. The priority for your firm is understanding what parts currently exist so you can develop internal workflow optimization with current tools.

The team at Dext wants to make sure that you have everything you need to make the decisions you need to help your firm provide the services it needs to stay relevant for your clients.

To help keep you informed, here are some quick tips to help you in your discovery process:

  1. Ask Your Peers
    • Accountants and Bookkeepers know what works in the industry. Having the ability to discuss with other professionals in the industry is an excellent way to understand what’s new and allows you to keep your ear to the ground for the latest and most remarkable tools. This also allows you to understand better what tools work together and what some example tech stacks look like.
  2. Request A Demo
    • Don’t walk away without exploring the product. A Product Demo is a curated experience that highlights the top features of the product. It will allow you to see how the product works when everything goes as expected. Receiving a demo is an excellent opportunity to see the primary use case that the product may solve and if it integrates with the technology you already use. 
  3. Accept a Free Trial
    • Like the Product Demo – a Free trial is your opportunity to test drive the product in a real-life situation. Your free trial is your chance to get other people to see the new product and allows you to determine if the product is a good fit for your needs.
  4. Seek Out Additional Resources
    • Does the vendor have training materials online? Or an upcoming open training session. Even before locking down the product, it can be beneficial to determining firm product fit by diving into additional help resources that shed light on key features, use cases, and joint issues.
  5. Thoroughly Test, and seek connectivity.
    • You shouldn’t walk into a situation where you are signing your contract before knowing if the tool will work for you. Instead, ensure you do your due diligence and ensure the structural integrity with the other pieces of your digital toolkit.
  1. Don’t Forget To Ask Questions
    • This product is for you, and your sales representative won’t know everything about your firm, even with research. So use this opportunity to be keenly focused on your firm and the goals of this new product acquisition. Then, ask the questions you need to know to make sure everything makes sense for your firm.
  2.  Read Testimonials 
    • It’s great to hear how people are using the product and their success, but it’s only a piece of the puzzle. You should seek out relevant reviews, but these solutions are never 100% transferrable from organization to organization. So relying only on testimonials may leave additional value on the table.
  3. Focus on Support
    • One of the essential distinctions with modern technology is the subscription and SaaS models. We are now in a market where the value of these services’ support is paramount to your success. Does the service offer a dedicated support line or account manager? Understand what your options are before getting into a situation that isn’t favorable for your firm.

Keeping the above in mind will help you make an informed decision that keeps your business, goals, and overall success at the forefront. When you’re building a tech stack, you have to make sure that all the pieces fit together.