Big questions that mid-sized accounting firms should ask when choosing software

When you’re growing your accounting firm, it’s important to pick the right software for the job.

That’s complicated if you’re a mid-sized firm. Factors like organic growth and mergers might come into play. Then there’s the technology you can choose from, which is moving incredibly fast.

Understanding what’s on offer, and what works for you, is a steep learning curve.

That’s why we wanted to help, with a list of questions that ensure you ask vendors about everything that matters. It covers important points like scalability, integration and support.

But before we begin… how do you shortlist an accounting software vendor?

The list of questions we’ll share in a moment will take a lot of stress away. But there are quite a few questions, and the hope is you’ll get some detailed replies.

This means it’s important to narrow down the list of vendors. If you don’t, you’ll be caught up in phone or web calls for a long time.

So, what qualities should a software vendor have to make your shortlist?

1. Reputation
   Look for companies with a proven track record in your industry. Are they working with the latest technology? How long have they been serving accountants? A long time working with accounting firms suggests they deliver a reliable solution and know what you need.
2. Customer feedback
   Have a look at their website. They should have testimonials from firms similar to yours. What do these case studies praise? Pay attention to providers applauded for comprehensive support, training services, and an ability to deliver on promises.
3. Range of solutions
   Opting for a single, reliable provider that offers a wide range of solutions can make things easier. Look at the overall offering, and see if it’s likely to meet your firm’s current needs and future growth strategy. Just get an initial sense for now – the questions below will help you with the finer detail.

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Questions to ask vendors when choosing new software

Once you’ve shortlisted vendors, it’s time to engage with them directly. Here’s the checklist to help guide your conversations:

1. Scalability

• How does your solution grow with businesses?
• Can your solution accommodate an increasing number of users and data?
• Do we pay for your full range of solutions upfront, or only for those we need?

2. Integration capabilities

• How well does your software integrate with our existing systems and applications?
• Are there specific tools that help different software link together?

3. User-friendliness

• Can you provide a demo to showcase the software’s usability?
• How intuitive is your solution for new users and employees?
• What onboarding and training resources are available?

4. Cost-effectiveness

• What is the total cost of ownership – including initial investment and ongoing expenses?
• How does your software help reduce our firm’s costs?
• Can you estimate the time savings your software will deliver?

5. Support services

• What support options do you offer?
• How responsive is your support team, and what is the typical resolution time for issues?

6. Reputation and customer success

• How long have you been serving the accountancy industry?
• Can you share case studies or success stories from firms like ours?

7. Implementation best practices

• What is your process for integrating new systems into existing workflows?
• How do you ensure minimal disruption during implementation?
• Do you offer ongoing support and optimisation services post-implementation?

8. Future trends and innovation

• How does your software align with emerging trends and technologies in accounting?
• What updates or innovations are planned for the future?
• How do you ensure your solution remains competitive and evolves with industry needs?

9. Security

• What security features does your solution include to protect sensitive data?
• How do you ensure compliance with industry regulations and standards?

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Take the next step toward success

Having the right questions to hand is just part of the picture.

If you want to know more about choosing the perfect setup, read our guide, Building a system around productivity, growth, and success.

It’s designed to help mid-sized firms avoid costly mistakes and create a secure, streamlined ecosystem that drives growth. Whether you’re planning for organic expansion or strengthening your position through mergers and acquisitions, this resource has everything you need to make informed decisions.

Here’s what you’ll discover:

• Solutions that drive growth: Explore the tools and technologies your firm needs to thrive.
• Critical factors to consider: Learn how to build a connected system that works seamlessly for both staff and clients.
• How to find the right providers: Get expert advice on choosing vendors that align with your firm’s goals.
• The different ways IRIS can help: Take a closer look at our flagship solutions and how they can support your journey.

This guide is perfect for firms building a growth strategy, optimising operations, or searching for a system that scales with success.

Download the FREE guide today.