Process documentation is important, especially in the accounting industry. It provides guidance and clarity to your team and clients while maximizing efficiency and consistency across your firm. It also bolsters quality control and sets you up to create effective automations. While obviously important, many of us avoid process documentation because it can be time consuming. But it doesn’t have to be! That’s where Scribe comes in…
Scribe makes sharing how-to effortless. Simply by watching you work Scribe automatically generates visual step-by-step guides. Each guide is ready to share with a single click or can be embedded into other platforms to provide visual, up-to-date documentation. Need to show a client a new QuickBooks process? Have a new team member who needs to get up to speed quickly? Simply record the workflow in Scribe and share your step-by-step guide with a single click. It’s that easy.
We were SUPER happy to have Lindsey Bly, Head of Marketing, and Valerie Arnett, Growth Manager at Scribe with us to talk process documentation. We found Scribe earlier this year and we were hooked. We knew that having Scribe join us would bring tremendous value to the ‘Appy Hour community. There are SO many use cases for Scribe, but here are a few we touch on…
In this episode, we teach you how to effortlessly document your processes as you complete work and share it with your team and clients. We walk through some of the ways we use Scribe in our firms, and get some tips and tricks from Scribe insiders. It truly is process documentation made EASY! What’s really awesome is that you can get started with Scribe for FREE. If you’re involved in detailing processes in any way, check out this episode!
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To learn more about the show sponsor, follow the link to: Scribe