Practically, what is entailed in‌ getting the keys to the technology?

Erin Hutton and Janelle Fox have lived this experience. Both were accounting firm leaders at a large top 40-firm and now work at Intuit helping firms navigate technology changes necessitated by a merger or acquisition.

Erin and Janelle discuss who owns which software and data, how to ensure contracts are transferred to the new firm and the best lens to use when prioritizing technology decisions.

The group also talks about the role of AI, data cleanup, and truly how to simplify a firm’s tech stack. For more full show notes, visit firmofthefuture.com