“A change we will take forward is that we’ve done a lot more meetings with apps like Zoom and we’ve found them to be a really good way of working for us. They’re much more efficient and our clients have gotten used to working that way too.”
“I use Senta for marketing activities all the time. For instance, sending brochures out to clients. Marketing activity in general is something I am constantly aware of. As my practice is quite small, I am quite agile and I’m able to adopt new technologies quite easily. I can even have meetings online at unusual times with clients who are in other parts of the world.”

Financial Cents, Shahram spent over a year interviewing hundreds of accounting firms to learn about the most significant problems when growing their firm. Through these interviews, he learned that as their team grew, it became difficult to run their firm from spreadsheets. The spreadsheets didn’t give them the real-time visibility to easily track the status of work, which caused work to fall through the cracks and missed deadlines.
Taxaroo is a modern cloud-based tax practice management tool. They enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing the endless bits of workflow. Clients have a simple clean experience working with their tax preparers in a secure virtual environment.
Xero is a cloud-based accounting software platform for small businesses with over 2.7 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 and 2021, Xero was included in the Bloomberg Gender-Equality Index and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.











