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 confidence in your selection process.