🎙️ In this episode, I talk about the different software systems that we use in our practice to manage our workflow, client data, and knowledge hub. I break down the three areas of our firm (factory, office, and brains) and explain the importance of having systems in all three areas.

🔍 In the factory, we use Glide to manage our workflow, including deadlines, job stages, and quality control. In the office, we use TaxCalc for our CRM and Virtual Cabinet for document management and client correspondence. We also use Signable, integrated within TaxCalc, for electronic signatures. For our knowledge hub, we use Notion to create a database of all our process notes, tutorials, and useful links that help us work smarter and more efficiently.

👨‍💼 Throughout the episode, I stress the importance of having a knowledge hub to capture and share intellectual capital between team members in the most efficient way possible. I encourage you to build out your own knowledge hub to improve your team's efficiency and profitability.

👍 If you found this episode helpful, please leave a rating and review on your favorite podcast platform. Thank you for listening!

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#124 What Software We Use In The Practice 17:09 Share

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#124 What Software We Use In The Practice