How to evaluate practice management technology

Choosing the right solution to lead your team and unlock profit

Choosing practice management software for your accounting firm is tricky. This guide takes you through what you must prioritise, how practice management software works, how to get the best from vendors, and the best way to maximise value.Contents

Preparation:
your first, crucial step

Knowing what
you need from practice management software

Know your
practice management software

Working with vendors

Protecting the value of your investment

Examples of
real practice management software

Speak to a specialist

Thank you for reading

How to evaluate practice management technology

How to make one of your firm's most important software choices

Choosing practice management software is tricky.

There can be huge gaps in price and even bigger gaps in functionality. If you pick the wrong solution, you can end up wasting money or losing time every day.

That said, you can’t shy away from making a decision. The longer you do, the more disorganised things become. Clients will leave. Staff will likewise head for the door to escape the chaos.

Two things are true if
you're reading this

The first is that, on some level, you feel the practice management experience in your firm can be improved. The second is that we can give you some valuable tips, so the next steps you take are informed and rewarding.

This guide is about taking action while avoiding buyer’s remorse

It is designed to help accountancy firms evaluate practice management technology against their operational needs.

It walks you through:

Knowing when you've outgrown your
existing approach
Working out what your firm requires
Understanding what good practice
management software can do
How to search for, choose, and get lasting
value from the right provider

Be assured you’re in the best possible hands for this journey – let’s see who made this guide possible.

Capterra found that 52% of UK software buyers regret a purchase made within 12 to 18 months. Of these, 92% put this down to unexpected disruptions during implementation.

The experts behind your practice management tech guide

Eva Mrazikova:

Eva is an accountant who blends financial expertise with a passion for innovation and technology. With 20+ years of experience across accounting, marketing, and technology, she now leads go-to-market strategy, product positioning, and customer engagement at IRIS Software Group.

Jon Cooper:

Having spent 10 years in practice running a team of accountants and bookkeepers, Jon knows first-hand the pressures firms face, and he is passionate about making their lives easier. At IRIS, he now helps connect software and services to the real needs of accountancy firms.