The Tech StockTake

See your whole software stack, scored and sorted.
The software audit workbook for accountancy firms.

Most firms have no idea how many tools they're actually paying for.
Logins pile up. Subscriptions renew in the background. Half the team is using something the other half has never heard of.

The Tech Stocktake fixes that.

It's a software audit workbook that walks you through every tool in your firm, one area at a time. From the first moment a client hears about you, right through to advisory work and how the practice runs behind the scenes.

You'll record what you use, what it costs, and what your team actually thinks of it.
Then you score each tool and decide what stays and what goes.

Inside you get:

• Eight ready-made category tabs covering the full client journey
• Space to log cost, features used and a 1 to 5 rating for every tool
• A pain points column so nothing gets brushed under the carpet
  
  

By the end you'll see your whole stack on a page. You'll spot where you're paying twice, where a tool just isn't earning its keep, and where the gaps are.

It's the same workbook I use with my private consulting clients.
Now you can run the audit yourself, at a fraction of the cost!