Exploring a full-cloud solution
In establishing her own practice, Forward Accounting Director, Tania Garbes, was keen to explore a full-cloud solution.
“Back then, we were using MYOB and I was getting frustrated with the lack of development, and everything was on desktop. I had purchased a block of fees which were using APS. This had its own challenges with WIP and debtors process – I never knew how much money was owing to me. With 5 staff at the time and many returns, I had no visual of jobs and what stage they were at. It just wasn’t a good way to run a business.
“I was suddenly working between two-offices as well, so having a server-based solution didn’t work, and we wanted something on the cloud,” said Tania.
Complete practice visibility
After implementing CCH iFirm integrated software (CCH iFirm Practice Manager, Client Accounting, Tax, Document Vault, Client Portal and Signatures) the Forward Accounting team saw an immediate benefit.
