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In a growing accounting firm, a consistent way of working is crucial. Nothing wastes more time than account managers each using their own method for processing small accounts. To truly become scalable, you need a process that is so intuitive that even new employees can pick it up right away.
Automating your team’s onboarding
At Stratevision.fin, they’ve got this figured out. They’ve fully integrated Dexxter into their internal processes and onboarding. The result? A robust framework that significantly reduces confusion and provides absolute clarity for both the client and the team.
Plus, you don’t have to reinvent the wheel:
- Ready-to-use instructions: Dexxter offers a wealth of instructional videos. With these, everyone on your team—even those who’ve never used the app before—will be up and running in minutes.
- Standardized onboarding: New clients are quickly set up on their phones using a fixed procedure, ensuring they provide the correct data from day one.
- Shared knowledge: Because the software speaks the entrepreneur’s language, there’s no need for complex internal manuals on how to guide starters.
The review module as an internal efficiency tool
Communication about cases can overwhelm a firm. That’s why Yannick De Wael of Paperbox Accounting uses Dexxter’s review module as a direct line of communication with the client. When an entrepreneur gets stuck, they can ask their question directly within the document using the app.
This offers your team enormous benefits:
- Context is key: The client’s question is directly linked to the entry; so you don’t have to search for the receipt in question.
- Quick intervention: You receive a notification, review the question, and can adjust the cost category or approve the entry with a single click.
- Less email traffic: The constant stream of ad hoc emails and WhatsApp messages is replaced by a streamlined process within the portal.
Invest in your people by providing better tools
Efficiency isn’t just good for your bottom line; it’s essential for retaining your staff. By investing in tools that make your account managers’ work easier, you show that you value their time. When your team realizes they can handle 70 or 80 sole proprietorships without the usual stress, you increase job satisfaction and the stability of your firm.
Find out how these firms organized their teams:
- 👉 Stratevision.fin case study: How Kristel and Veronique got their team on board
- 👉 Paperbox Accounting case study: Role distribution in a team of three
- 👉 Carbofisc case study: How a single employee efficiently manages 80 accounts
Would you like to see how Dexxter works for you and your team? 👉 Schedule a demo call with Pieter-Jan or Arnout and check out our portal for accountants.
