Which practice management software is right for your firm?

Choosing software to help you run your firm and manage your client work takes time and research.

There are many software review sites to read, complex feature lists to interpret and compare, and the pros and cons of on-premise vs cloud solutions to get your head around. We know you’d rather be focusing on growing your practice and helping your clients. We’ve compiled the key questions to ask yourself when evaluating new practice management solutions. We hope it makes your decision easier and gives you some headspace for the things that matter.

  1. Can it scale?
  2. Can it be tailored to suit my firm?
  3. Are there additional fees for maintenance and support?
  4. Will I retain data ownership and can I migrate my data?
  5. Can I integrate the system with tools I currently use and love?
  6. Can I implement the system myself?
  7. Can I access the system on-the-go?

Download the full whitepaper here.

Written by Actionstep