A case study of how Practice Ignition helps an accounting firm reduce admin, increase efficiency, deploy workflows automatically and set up invoices automatically as well. Practice Ignition helps companies scale up to the next level.

1. Practice Ignition
CASE STUDY

2. Case Study
We spoke to Interactive Accounting - a Practice Ignition
power user - about the pain of creating and sending
proposals, generating engagement letters and creating
workflows after clients accept an engagement letter.
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3. The Problem
Interactive Accounting was spending too much time
onboarding clients - too many admin hours, too much back
and forth with the client and zero visibility into the whole
onboarding process. On top of this, Interactive Accounting
had to set up Xero and WorkflowMax for each job
individually, over and over again.

4. The Solution
Practice Ignition made onboarding clients simpler for
Interactive Accounting, making the process fully audit
tracked. Thanks to Practice Ignition, the workflow and
invoicing for the entire practice is now automatically
created in Xero and Workflowmax - saving Interactive
Accounting hours of time and heaps of money.

5. Time + Money
BEFORE
“There was a long manual
process involved with admin, like
setting out the engagement letter,
creating invoices and setting up
workflow. Before PI all of that was
done manually so no workflow got
launched and invoices were not
set up automatically.
NOW WITH
“We have had cases where the
whole onboarding was done for a
client in under 30 mins.
From the time the engagement was
sent to the time it was accepted, till
the workflow was set up as well as
the invoices were sent to the client,
it took 30 mins.

6. Web Connector
BEFORE
“We had to go out and find our
clients or wait for them to call
us.
NOW WITH
“Now we get at least one or two
inbound quote requests directly
from our website. All from this page
- which kicks a proposal straight
into Practice Ignition.

7. Client Interaction
BEFORE
“A lot of back and forth
between client and partners to
finalize an engagement letter.
NOW WITH
“The comments section is so useful
because you can have that
discussion with the client right there
within Practice Ignition. If they need
clarification on the engagement
letter, you can always give them a
call but a lot of the time, the
question is answered within the
comments.

8. Client Reactions
BEFORE
“It was old school. Engagement
letters got approved via
signing, scanning and emailing
back and forth.
NOW WITH
“The clients appreciate that the
onboarding process in now very
professional and streamlined. Our
engagement letters through PI
outline clearly what they need to
know like costs, what services are
being provided and the time period
for the engagement.

9. Powerful Integrations
BEFORE
“We had to set up our invoices
in Xero manually after client
approval of the engagement
letter.
NOW WITH
“A lot of our clients are on Fixed
priced packages and the creation of
recurring monthly invoices is
automated by Practice Ignition. With
its integration with Xero, the only
thing we need to do is jump into
Xero, approve the invoices and send
it off to our client. The whole
process is completed in minutes.

10. Powerful Integrations
BEFORE
“We could spend up to 2 hours
setting up the workflow based
on an engagement letter.
NOW WITH
“The moment the client approves
the engagement letter, Practice
Ignition sets up the entire workflow
in WorkflowMax automatically. It
saves us hours of time for each
engagement.

11. PRACTICE IGNITION + XERO
A MATCH MADE IN THE HEAVENS
www.practiceignition.com
Get in touch: ignition@practiceignition.com
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