The Tech
In mid-2018 Effective Accounting achieved a milestone. We became a fully digital firm, one of the first fully digital accountancy firms in the UK. We live in a tech-drive world and we believe that the best way we can support you is by making use of technology.
Effective Accounting is not just an accountancy firm. We are a fully digital accountancy firm and we pride ourselves on being progressive, adaptable and responsive to the country’s ever-changing economic climate.
Digital Bookkeeping - powered by Xero
As cloud accountants and Xero Gold Partners, we champion the software and love to work with businesses that either already uses Xero or want to benefit from this excellent software.
Xero, for us, is the ULTIMATE bookkeeping platform for anyone in business. This award-winning software will streamline your business, align with your current processes and integrate with over 600 add-ons.
Quite simply, we love Xero because it allows us to:-
Save time on data entry, with automated bank feeds
Create, email and print fantastic professional invoices
Collaborate with us and give us a real-time view of your finances
The other benefits for you are:-
Real-time information - at any point in the year you’ll know exactly what your financial position is. We can flag any potential issues and that puts you firmly in control.
Planning - understanding your current position means that you can plan more efficiently and accurately.
Security - Xero has inbuilt security keeping your data safe and protected. Being cloud-based also gives you the peace of mind that your information is backed up should the worst happen.
Access - you can access your records whenever, wherever you want to.
No end of year panic - you can track all of your expenditure, income and expenses as you go, so there’s no end of year scramble to find those pesky receipts or scraps of paper.
Digital Receipt Capture - powered by Dext
Alongside Xero, we are also Dext Partners. This incredible tool enables our clients to capture their receipts. Forget trying to reconcile your dog-eared receipts crammed in your desk drawer. Instead, Receipt Bank allows you to simply take a photo of the receipt via their app, it’s then automatically read and published to Xero. What could be simpler?
We are constantly looking for ways to improve our processes by using new tools and consider ourselves a very agile team. We work on reaching greater heights through collaboration. Nicola networks with the top 2% in the industry and is on the Advisory Board for the Digital Accountancy Show. She’s also a founding member of App Advisory Plus and an active member of the Rebel Accountants. She runs a Facebook group for women in accountancy called Forget the Numbers, alongside mentoring accountants on their digital transformation.
Client Tasks - powered by Karbon
From 1 April 2021, we have invested in a full workflow management tool (powered by Karbon), this enables us to provide clear checklists to our clients for information required and automated reminders to ensure no deadlines are missed.
You will simply receive an email as normal, with an embedded checklist.
When you click on this checklist, you will be prompted to enter your 4-digit secure pin (which you will be prompted to set this up the first time).
You can then add a comment, upload documents and tick to complete the tasks.
Your Client Manager will receive your comments and files.
Reminders will be sent to ensure you don't miss any deadlines.
What is Karbon?
Karbon is used by organizations and teams to manage their jobs, email, and collaborate with their clients. You can learn more here
Why do I have to create a PIN?
You’re asked to create a PIN to ensure no one else can access your client tasks. Creating this PIN will ensure only yourself and the person who sent these to you will have access to these tasks and related information.
Do I have to enter my PIN each time?
If you choose to remember your PIN on this device, then you won’t be required to enter it each time. However, you will need to enter it the first time you access any of your tasks on a second device.
For example, if you first open the link on your mobile phone and create a PIN, and then later click on the link from your desktop, you would be asked for the PIN again.
What if I forget my PIN?
If you forget your PIN, simply click on the “Forgot PIN” link at the bottom of the page. This will send you an email where you can reset your PIN.
Do I need a separate PIN each time my accountant sends me new tasks?
No, you can use the same PIN for each new piece of work.
How do I complete the tasks?
When you have completed the tasks simply tick the box and it will be marked as completed. Before doing this, you can attach any files you'd like to send through this task.
