We have used Accelo for a small and rapidly growing accounting firm. Here is a summary of our key takeaways.
Customizable. We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met in Accelo. We have a mantra that we use often when it comes to our systems- they should work for us, not us working for them. After investing the time and effort to customize Accelo, we now feel that we have a product that works for us.
Room to Grow. As mentioned previously, we are currently a small accounting firm with plans for rapid growth given our rapid and ongoing increase in our customer base. Our biggest challenges, honestly, have probably been due to the time and effort to customize and learn the tool relative to our current size. However, we know now that we are using our customized Accelo that the effort that we have put into the customizing and learning curve have given us the security and capacity we need to safely sustain our current and future growth for a long time to come.
Lightweight. Given my experience in other businesses with other systems- some 'off the shelf' and some 'built from scratch'- I was won over with Accelo. With other off the shelf programs, we were forced to work for the system instead of it working for us. We were forced into its processes, its systems, its way of doing things, changing how we work to meet the demands of the system. Our only solution was to begin building our own systems, at a great cost investment. Accelo is the best of both worlds- it is lightweight but highly customizable, making it a perfect solution for small, midsize or large organizations.
We had a bit of a misunderstanding on our end- we confused the sessions we purchased meant for configurations for team training sessions. The Accelo team was great about helping us adapt to our misunderstanding by making them productive configuration/training sessions. They took the time to understand us and our processes, so they gave targeted advice about how to use the fullness of Accelo features to support us. It was a great experience.
Regarding training all users in our organization, that fell more to us. It is understandable since Accelo is a customized system that training does not fully rest on the shoulders of the Accelo team. However, hopefully they will find ways to support teams who are not adept at adult learning/change management/user training.
Call Accelo. Tell them what you need. Let them combine their knowledge of the system with your needs, and give you a path to use Accelo in a way that works for you.
We moved to Accelo because we needed support for more secure and streamlined business processes as well as support to handle our massive growth and seasonal business increase.
Already, we have eliminated hundreds of hours from our processes, and have eliminated from our plans one new hire in the upcoming quarter! Invoicing our clients has already shortened from 12 hours to 3 in our first month alone, and we anticipate this will reduce to 1 hour once we gain more experience. We've also shaved dozens of hours from our manual processes, even though we are converting from a decent CRM to Accelo. Accelo's customization features allow us to use it in a way that supports our needs, eliminating lots of manual work.
Again, we are only one month into Accelo. We are still gaining in skill as a team, finding new ways to customize, and documenting our successes. We will try to update this review once we have had a chance to document all of our Accelo wins. Right now, avoiding a new hire in a small growing team is a huge win for us alone.