The official Realities of the Automated practice workbook

In association with

If you're ready to take a serious step towards automating your client engagements and you realize that you need more than technology, then this guide is an essential.

Compiled by the great Geni Whitehouse, it takes you through all of the key areas you need to consider and provides bite-sized checklists to make sure you don't miss anything.


  • Planning your financials - how your revenues and profits will be impacted by automation
  • Planning for your clients - how you get them to use new systems, and how might your pricing change
  • Planning for your team - stopping your staff from being the biggest barrier to progress

Download your copy now to make sure automation works for you.

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