How to Evaluate Your Next Tech Switch

You've been eyeing a software switch for months. But every time you get close, the calendar fills up, the workload spikes, and you tell yourself: not right now. Hope Brown has been there, and she figured out exactly how to stop letting the wrong timing make the decision for you. Hope Brown, Founder and CEO of The Tax Minded Bookkeeper and AICPA and CIMA Global Women to Watch Honoree, built a three-part framework for evaluating new tax and accounting software without disrupting her firm or her team. It starts before you ever open a vendor's website: identify your bottlenecks first, map your firm's workflow calendar second, and then go find the solution that actually fits the problem you have already defined. No guesswork. No switching in the middle of busy season. Just a clear process that puts you in control of your technology decisions instead of the other way around. The firms that make great technology decisions are not the ones with the best research skills. They are the ones who know what they are trying to fix before they start looking. Explore ProConnect Tax to streamline tax preparation: https://accountants.intuit.com/tax-software/ Connect with the hosts: 🎙 Carrie Hammond: https://linkedin.com/in/cahammond 🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard Follow Hope Brown: LinkedIn: https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/ Website: https://bbizsolution.com/how-to-work-with-us #TaxPro #IntuitTax #DeductThisPodcast #TaxPracticeManagement #WorkflowEfficiency #TaxAutomation #FirmCulture #AccountingTechnology #SoftwareImplementation #VendorEvaluation #TaxSoftwareImplementation #PracticeManagement