Discuss client work with other accounting teams
Explore discussion topics for accounting teams and ways to share questions about client work and its records with the SecureWire team.
A public SecureWire community forum has not been announced. Contact the team about community opportunities, or use the discussion prompts below within your own practice.
Community
People doing similar work often face similar handoffs. Start with a practical question about your process and share what your team has learned, without disclosing confidential client information.
Check the information passed between colleagues
Ask two colleagues to describe the same recurring job. Compare what each person needs to know when the work reaches them.
Explore the ideaExplore the topicReview requests that clients find unclear
Review the wording with someone who did not write it. Look for unclear periods, broad document names or an uncertain response route.
Use the guideExplore the topicAgree when to follow up personally
Agree where automated follow-up is helpful and where a person should step in to understand the client’s situation.
Read the guideTell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.