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3 tips to take the fear away from implementing tech tools in your bookkeeping practice.

by XBert Team ~ 3 min read

Keeping up to date with technology for bookkeepers can be overwhelming, We share top tips to make implementing tech solutions, simple, easy and worth it.

There’s no denying it. For bookkeepers who want to keep ahead of the game, deliver excellent service to their clients, find the best efficiencies, and grow their business – using the latest technology is a must.

Australia’s Institute of Certified Bookkeepers agrees that bookkeepers should be assisting the journey to automating mechanical tasks and either begin or continue to invest their time in Business System and Performance Improvement.

However - that doesn’t make it seem any less scary, or painful, especially if you’ve spent the majority of your career with desktop or manual systems. Or, if you’ve spent a lot of time implementing one system, only to find you’ve outgrown it, or it doesn’t quite deliver on the areas you need.

We’re here to tell you: using the latest tech and keeping up to date in developments, doesn’t have to be difficult. It doesn’t mean changing your add-ons every few months or even every few years. In fact, when you align yourself with the right companies, it can be an exciting journey that expands alongside your business.

So how can you take the fear and pain away from diving into the world of ever-evolving tech? Here are a few tips:

1. Look for products designed specifically for your industry.

There is a huge range of add-on products available when it comes to almost every aspect of your business, including task tools. However, no matter how great a product is, if it’s not designed specifically for the way bookkeepers work, you will find holes and gaps in the service delivery.

The best and most simple place to start is with the products built for bookkeepers. At XBert, we’ve spent hours upon hours talking with bookkeepers, finding out their pain points, what works, what doesn’t and how we can make your work life easier. It’s a commitment we adhere to every single day. Our users tell us our product is revolutionising their workflow, helping them save time, money and even keeping their head count low.

2. Choose a product that will grow with you.

There’s no getting around it: change management does take time and resources. When you invest in an add-on or tech tool for your bookkeeper practice, it’s important to ensure the time you’re investing is a) worth it and b) won’t be irrelevant in 12 months or so.

Look at the current features of the product. How well do they line up with what you need? It’s also a good idea to check out the company’s development roadmap. Does it align with the developments you will need/want to see for your business? Ensure it’s a simple and transparent process to get involved in suggesting updates, feature additions and upgrades should you feel the need.

3. Great customer service and collaboration is a must.

Do your research. What is the customer service delivery like with the product you’re aligning with? Are they responsive? Open to suggestions and feedback? How accessible is the support team?

These are all incredibly important questions to ask yourself before starting the process of implementing a tool into your practice. No matter how amazing the product is, there will come a time you need support and you don’t want to be waiting days for responses. Similarly, if you’re choosing to be an early-adopter, excellent customer service and collaboration is key to ensure you get the support you need throughout the early stages of the product releases. It’s also critical to having your say and your feedback feeding into their roadmap.


XBert: dedicated to making work life easier for bookkeepers.

XBert has set out to be the most exciting and comprehensive task management and data integrity tool available for bookkeepers and we work closely with our users to ensure that happens.

Our users tell us our AI-Audit, integrated with task and process automation, is saving them and their teams hours.

With more than 50+ risk alerts live (and more being developed all the time) you can reduce your manual tasks and ensure clean data. Add in the task and process automation tools, the ability to create Templates and Client Scheduling, and deep insights into your clients data via analytics and BI reports: this is the future of how bookkeepers work.

If you're looking to scale your business, find efficiencies, manage more clients and have full visibility across your team - then you need XBert in your life. Discover what XBert can do for your business by starting a free trial now.