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Accounting firms

SelfGuide for Accounting firms

For an accounting firm, embracing the digital transformation also goes beyond working in the cloud. It's about furnishing the entire office as efficiently as possible and collaborating with the customer, using digital tools. Using SelfGuide can help accounting firms with this.

What accounting firms use SelfGuide for

Making instructions quick and easy

Time-saving
User friendly
Uniform
Suitable for any application

Snel en makkelijk instructies maken

Tijdbesparend
Gebruiksvriendelijk
Altijd uniform
Geschikt voor elke applicatie

Improving digital skills in the workplace

Improve digital skills and self-reliance in your accounting firm

Verbeter digitale vaardigheid in je organisatie.

Software migration & implementation

Instruct colleagues about changing ERP software or other software.

Instrueer collega's over veranderende software.

Providing your customer portal with instructions

Support customers in using your portal properly and quickly.

Ondersteun jouw klanten, burgers, cliënten of huurders.

Linking instructions to process descriptions

Enrich the process descriptions in your accounting firm with relevant application instructions.

Verrijk procesbeschrijvingen met applicatie instructies.

Onboarding new colleagues

Support new colleagues with instructions and training materials for your accountant applications.

Ondersteun nieuwe collega's met instructies en trainingsmateriaal.

Creating training materials

Easily and quickly create training material for your ERP and other accountancy applications.

Maak eenvoudig en snel trainingsmateriaal voor jouw organisatie.

Common applications that accounting firms use to create instructions

Exact
AFAS
Visma
TOPdesk
Microsoft 365
DigiOffice
CaseWare
ValidSign
Visma AccountView
Customer stories

How Moore DRV uses SelfGuide for customer support

“With SelfGuide, we can make public work instructions available to our clients via our website. This allows them to receive support with applications at their own pace. Our clients find this very pleasant.”

Roy van Keulen

ICT Service Coordinator

Experience the convenience of SelfGuide for yourself