As humans, we are all creatures of habit—clinging onto the known and ignoring new solutions competing against our legacy apps and systems. 

However, just like ridesharing disrupted the taxi industry, disruptions can have massive benefits to our lifestyles. Getting a fresh start with a new system could provide your firm an opportunity to streamline processes and make things more efficient. It might mean finally being able to centralize support for your clients by ending the days of using “whatever app the client wants to use” and being an expert in none. 

Instead, you can develop deep expertise in one platform and pass that on to the client through a great experience AND be more efficient in your work and providing support. If you find the right platform—one that supports your growth—you’ll also have access to resources and people that are plugged into your plan and truly working to help you succeed.
 
Learning Objectives:

• Determine clients’ needs when they’re looking for (or need) a new technology solution


• Practice preparing clients for the transition by “normalizing change”


• Assemble the transition through a series of steps from presentation to training to post-transition evaluation


• Recognize the special considerations for accounting firms that are going through a technology transition