The stack question nobody asks

Most firms evaluate an automation vendor on what it can build, not on what environment it was built for. That's a mistake specific to accounting firms: the tooling a lot of automation shops default to is optimized for ease of development, not for the mail client, file structure, and chat platform your staff actually work in every day.

What this pillar covers

Each article below looks at one piece of the Microsoft 365 stack and what it means for automation built specifically on top of it: why the stack itself is the right starting point, how an Outlook inbox becomes a trigger instead of just a mailbox, why SharePoint should be the one place client files actually live, how QuickBooks Online and Xero connect into that environment instead of sitting beside it, and what makes a Teams notification worth sending instead of one more thing to ignore.