One of the largest Chartered Accounting firms in the north-west of Sydney, Kendalls Behrens has combined experience of over 40 years in the accounting industry. With a strong team of 20 specialised accountants, they provide a holistic business service to their clients with their specialised taxation and accounting services and their partnerships with leading solicitors, mortgage brokers, insurance brokers and more.
Due to the ongoing pain of manual processes, a growing need for a paperless practice, and wanting to deepen client correspondence, Kendalls Behrens realised they needed a better solution for accounting practice management.
After researching various leading accounting practice management software solutions for several months, including MYOB and Xero, Kendalls Behrens booked a demonstration of Access APS to see if it met their firm's needs.
Grant Behrens, the Partner/Director of Kendalls Behrens, says of the process: "We were delighted with the sales process, which made the choice so easy to make. It was much more vibrant than the presentation we received from MYOB."
Grant had used Access APS in his previous firm and is confident that the streamlined workflows and the elimination of unnecessary manual tasks that Kendalls Behrens will gain from their new accounting practice management software will far outweigh the time and effort it has taken to make the change.
The Challenge
Kendalls Behrens experienced a few challenges in their accounting firm, including:
- Inefficient workflows that relied on manual intervention
- Inadequate ways to correspond with clients
- Online work papers that were difficult to navigate
- Substandard accounting practice reporting
The Solution
Used by 3 of the big 4 accounting firms, Access APS was the accounting practice solution of choice for Kendalls Behrens.
One of the key features of Access APS is Practice IQ, which Kendalls Behrens can now use to extract their practice information and present it visually with smart dashboards. Practice IQ ensures that accounting firms can easily understand their data, track KPIs, prioritise tasks and monitor their firm's performance.
Access APS includes Workflow+, which will help Kendalls Behrens boost their productivity, stay organised and improve their collaboration. This intuitive workflow management software allows accounting firms to create jobs, set budgets and assign due dates with an easy click of a button.
Access APS also includes client management software with a centralised client database. APS can increase the effectiveness of client correspondence through the convenient segmentation of client databases to target specific regions, markets or audiences that deliver more leads for accounting firms.
Preparing comprehensive financial statements is made easy with the XPA general ledger software, which can save time on data entry through automation and go beyond compliance with value-added reporting.
The Result
Switching to Access APS has enabled Kendalls Behrens to improve the efficiency of their accounting firm processes, reduce the headache of admin and improve their practice reporting potential.
Grant Behrens also mentions how excited the accounting team is to use XPA to help them push to an entirely paperless office: "The way we were currently using online work papers was painful to navigate when you were trying to review another team member's work."
Want to learn more about Access APS?
Access APS software for accounting firms is a suite of best-in-class powerful tax, compliance and practice management solutions. This powerful software can help you advance every aspect of your accounting firm.
Download our Access APS brochure today and learn about our accounting practice software features for yourself, or talk to one of our helpful specialists.