After two years of using Sage, Fortuna Accountants felt it was holding them back.
Kate Wright, Director and Owner, explains:
"As a fully remote working practice, one of our key challenges with previous software was the lack of flexibility for remote access and collaboration.”
Kate, who had also used Sage for several years in a previous practice, was clear what had to change.
“We needed a cloud-based solution that allowed our team to work efficiently from different locations, access client data in real-time, and integrate seamlessly with the tools we use to manage our day-to-day accounting services.
Scalability, security, and user-friendliness were also critical considerations that many older systems didn’t meet.”
