2021 Resolution: Get your technology infrastructure in shape
As you prepare for the year ahead, think about your firm’s goals and how you will achieve them. Although you may not be ready to…
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How-to: Accept Electronic Payments
Studies show that clients prefer paying with credit cards, and the most convenient way to do so is often online. But firms that are used…
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True Client Service in the Cloud
In the fifth and final part of her CCH Axcess Tour, Jody Padar is talking about CCH Axcess Portal and providing virtual client service. Her firm…
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Stepping up to cloud document management
This week, Jody Padar’s CCH Axcess Tour features CCH Axcess Document. This full-featured cloud document management system gives you access to all of your documents,…
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Populating forms with Scan and AutoFlow Technology
In the next installment of her CCH Axcess tour, Jody Padar, the Radical CPA, discusses CCH ProSystem fx Scan and AutoFlow Technology. This pair of solutions has helped…
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Moving work with CCH Axcess Workstream
In the third installment of her CCH Axcess tour, Jody Padar, the Radical CPA, explains how Workstream keeps work moving. Whether you have remote workers, multiple offices, or…
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Streamline engagements with CCH Axcess Financial Prep
In the second part of her CCH Axcess tour, Jody Padar, the Radical CPA, talks about how her firm uses CCH Axcess Financial Prep to…
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Use Outsourcing to Automate your Workflow
Jody Padar, the Radical CPA, has leveraged technology in her firm to successfully compete against larger firms, expand her business and move forward to better…
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Work from Home Cybersecurity: 7 Helpful Articles
With more and more people turning to remote work options in the face of the COVID-19 crisis, it has never been more important to make…
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3 must-have features for business intelligence dashboards
With all of the data created and stored by accounting firms, traditional monthly reporting is just not cutting it for a lot of firms. Firm…
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