PRA2512. Implementing a Comprehensive Tech Stack for Small Firms

Technology is changing the accounting industry fast. If you want your firm to stay competitive, you need the right tech stack—one that connects your systems, improves efficiency, and supports long-term growth. In this session, Logan and Chris break down exactly what goes into a modern tech stack for small accounting firms. We’ll cover the essential tools—tax software, practice management platforms, communication systems, and more. But more importantly, we’ll show you how to make them work together. A great tech stack isn’t just a collection of apps—it’s a fully integrated system that streamlines your workflow. We’ll talk about how to think strategically about technology, ensuring that your tools communicate effectively and enhance productivity. When your systems are connected, your firm runs smoother, delivers better client service, and becomes more valuable in the long run. We’ll also tackle how artificial intelligence is shaping the future of accounting. Whether you’re just starting to explore tech solutions or looking to refine your current setup, you’ll walk away with actionable insights to optimize your firm’s operations and maximize efficiency. If you own a small firm or are responsible for your firm’s technology strategy, this session is for you. Join us to learn how the right tech stack can help you work smarter, not harder—and set your practice up for long-term success. Target Audience: This session is designed for small firm owners and accounting practitioners seeking to enhance their understanding of technology in the accounting space. Whether you are just beginning to explore your firm’s technology needs or looking to refine your existing setup, this session provides the insights necessary to navigate the evolving landscape of accounting technology effectively.