Process | Technology | Practice Management
Discover how your practice can embark on change and recognise the opportunity for efficient and flexible adoption of technology. Learn how to streamline your practice with tools that will innovate your practice process.
Presented by Damien Greathead
Head of Marketing, Practice Ignition
Damien Greathead is the Head of Marketing at Practice Ignition and responsible for Practice Ignition’s global marketing program. Prior to joining Practice Ignition, Damien was the VP of Business Development for Receipt Bank’s North American division and oversaw their Global Accountants’ Program. For more than a decade he’s worked with accountants and bookkeepers around the world to help them better leverage technology in their back office, and deliver a better experience and wider range of services to their clients. He’s a regular speaker at global accounting conferences and was named in the Top 20 Under 40 Most Influential, by CPA Practice Advisor.
Eliminate the friction by sending your clients a single smart proposal they can read, sign and pay in one place. That’s more closed deals for you and less back and forth for everyone.
Practice Ignition is the world’s leading client engagement platform. You can build professional looking proposals in minutes to send to your clients. Upon approval, those proposals can be converted into engagement letters ready to sign on any device. Plus you can collect your client’s payment details from the get-go, making it easy to collect payment for your services. On completion of a tax return for example. No surprises With Practice Ignition there are no surprises for you or your client. Instead, the scope of services is clearly outlined using a standardized library of services templates – which you can of course add to. Billing flexibility built in Practice Ignition allows you to be flexible with your billing and payment terms. You might want to take a deposit for one-time services and bill the remaining amount when the work is complete. You can add another service and charge for it monthly, or you can bill by the hour; all from the same proposal.
Directly connect to your accounting software Practice Ignition integrates with Xero and QuickBooks Online to automatically create and reconcile your paid invoices, saving you even more time on your back office processes.
Get paid promptly for the work you do - start a free trial today!