Elephant CPA reposted this
What if you could pick your next practice management system using SOCIAL PROOF from real accounting firms, rather than being swayed by marketing budgets, landing pages and sales people? I want that for you. So here's what we're gonna do this week: Today I'll list every PM I've seen market to US accounting firms. 26 in total. Tomorrow we'll do a Thanos snap and chop the list in half *drama intensifies* Then Tuesday we'll cut the list in half again 👀 And I'll give you my SINGLE pm recommendation for YOUR firm, plus two secondary recommendations And piss a lot of people, even sponsors off in the process! But it's what small firms need as we head into software change season. Because where else are you going to get independent info? Sales people? I've been fortunate enough to work with hundreds (maybe thousands?) of small firms in the last 3 years. I've seen things. I've heard things. And I'd like to funnel all that into a good rec for you. Anyway day 1: the 26 practice management systems on my radar operating in the US. Of the brands on this list, let's share some SOCIAL PROOF. Who do you love? Who would you steer clear of and why? The more context (firm size, service mix, growth ambitions) the better. Uku XCM Cone Senta Qount Mango Keeper Karbon Canopy Firm360 TR Onvio TaxDome BQE Core Client Hub Elephant CPA Zoho Practice TR Practice CS Aero Workflow Financial Cents Pascal Workflow OfficeTools Cloud Jetpack Workflow CCH Axcess Practice Xero Practice Manager OfficeTools Workspace CCH iFirm Practice Manager