Enhancing the client experience by closing the
gap on disconnected systems with GreatSoft
A superior client experience made
possible with GreatSoft
People first, numbers second
Walsh Accountants was founded in 1976 and is one of the longest-running family-owned businesses on the Gold Coast. Today it employs over 30 staff and maintains its proud roots and commitment to the local community.
Walsh Accountants specialises in supporting local businesses. Tom Walsh, CEO and Managing Director says, “Whether that’s from a small start-up through to a medium enterprise, we try and support them all the way along their journey, helping them with their structure set-up, with the way they do their asset protection, their tax planning, their business growth and really trying to help them achieve their business goals.”
“We treat our clients as people, not a business name.
We’re focused on people first, numbers second.” – Tom Walsh,
CEO and Managing Director
Creating efficiencies, realising potential
The client experience is a key reason why Walsh Accountants decided to upgrade their practice management software to GreatSoft. Quite simply, the new system allows the team to engage with clients quickly and efficiently, providing them with a far superior level of customer service.
The team chose GreatSoft because it’s a modern, cloud-based business management platform that integrates smoothly with the range of tools they use in their firm. This means staff only need to update data in one place for it to synchronise across their tech stack. Further, the software is specifically designed for enterprise-sized accounting practices like Walsh Accountants, with best practice workflows built in to deliver real efficiency gains.
“With newer software like GreatSoft, the program has thought through the way we do our work so things move smoothly.”
– Tom Walsh, CEO and Managing Director
Engage clients more and provide better service
For accounting practices looking for new software providers, Tom provides some sage advice: “I would suggest they look at all the software they’re using and understand how much it’s costing them in lost time with those programs not talking to one another. And then there’s the time it takes to update multiple programs and the data errors. The value of GreatSoft becomes very clear.”
Grant concurs, saying, “The efficiencies that they’ll see in their business will allow them to actually engage more with their clients and provide a better service.”
“If someone was thinking of transitioning to GreatSoft, I’d strongly recommend them to do that.” – Grant O’Donnell, Senior Manager
With GreatSoft, Walsh Accountants were able to bring together information sitting across disconnected systems and benefit from a single source of truth for all their client data, which then significantly enhanced the service that they deliver to their clients.
“Anyone who wants to find anything about our client – whether that’s the reception, whether that’s the admin, whether that’s the accountant – they can find all the data across the one system. And everyone can engage with the client using the same up-to-date data,” says Grant O’Donnell, Senior Manager.
Planner by GreatSoft:
a game-changer for Walsh Accountants
We’ve seen considerable enhancements with our operating efficiencies using Planner. I’m a big fan of Planner.
Grant O’Donnell – Senior Manager
GreatSoft is the practice management platform for
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