Why I Recommend Accounting Help Desk Software

If you’re looking to gain tighter control over emails firm-wide, automate aspects of your team’s support function and get some analytics around customer service in your firm, you’ll need accounting help desk software.

This software was a key component of how I managed my firm’s support function and I would recommend it to any firm out there.

Below, I describe my experiences using this kind of software in my firm as well as discuss benefits, disadvantages, and some apps to look into.

Check it out!

Why I Recommend Accounting Help Desk Software

0:42 – I answer what help desk software actually is and the basics of how it works.

1:36 – In terms of benefits, one of the big ones was that you get a firm-wide view of all client communications.

2:02 – My biggest benefit for ticketing software was the ability to keep very tight control over emails across the firm.

3:08 – Help desk software can give you KPI’s around customer support.

3:24 – I talk about the automation possibilities with accounting help desk software.

4:28 – I speak about some of the disadvantages of help desk software.

5:15 – I provide a recommendation about how to implement accounting help desk software.

5:50 – Will you get push back on using help desk software with your clients?

6:12 – A few apps that I like for you to look into Front, Zendesk & Teamwork Desk

6:40 – Have questions about building & scaling your modern firm? Readers of my newsletter will have access to my personal email to ask questions you want me to answer on the podcast. Sign up here.

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Why I Recommend Accounting Help Desk Software

3 thoughts on “Why I Recommend Accounting Help Desk Software”

    1. More specifically, I’m thinking we’d end up having fragmented client info ie. Karbon timeline AND Zendesk and unfortunately Zappier can’t push Zendesk tickets as notes to Karbon

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