Implementing technology in your firm is not as simple as buying the latest piece of software and then ‘ticking a box’. You need to have an action plan to implement successfully.
In this guide, we’ve partnered with Dext and accounting firm Iridium to give you practical steps to implementing technology in your modern practice, embedding your status as a trusted advisor to your clients.
Fathom is an all-in-one financial analysis, cash flow forecasting, and reporting app that syncs with leading accounting systems QBO and Xero. Ideal for businesses and advisors, Fathom provides custom KPI tracking, management reports, three-way forecasts, dashboards and consolidations. Get deeper insights into your accounting data so you can make better business decisions.