Given the blizzard of other priorities faced by the profession in recent years, workflow hasn’t always been the most burning topic for accountants in practice. However, a host of factors are combining to push it up practice agendas, including (you guessed it) the UK government’s Making Tax Digital drive requiring multiple client checkpoints each year.

Other, more subtle, factors include the creeping commoditisation of lower-end compliance work, new rules around anti-money laundering and the increasing digitisation of accountants’ client base.

But how should practice owners and managers approach the task of re-engineering their practice workflow? And what tools are out there to help? To discuss the Christmas past, present and future of practice workflow, AccountingWEB technology editor Tom Herbert was joined by Aaron Patrick, head of accounting at Boffix, and AccountingWEB editor at large John Stokdyk.

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This podcast was written and hosted by Tom Herbert and edited by Will Cole.