5 Reasons to Move to the Cloud
There are many reasons to move to the cloud and very few reasons not to. That’s why more than half of all CPA firms have…
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Automation in Accounting Firms: The Future is Now
It’s easy to think that artificial intelligence and other emerging technologies are a long way off. Many firms would rather focus on more short-term, immediate…
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Client Portals: Fact vs Fiction
It’s a fact that Portals are are the most secure way to collaborate with clients. But many firms continue to use more traditional forms of…
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Remote work could save your firm this tax season
A recent case study featuring Oregon CPA firm Randy Jentzsch & Company highlights how moving to cloud-based systems can help firms overcome staffing challenges. By…
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The Truth about Paperless Accounting Firms
Many firms have started down the paperless road and achieved varying levels of success. But not all paperless accounting firms are created equal. Most firms…
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Document Management Essentials
Document management systems are widely used in many types of businesses, including accounting firms. But even though most firms have heard of document management, not…
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Three reasons to pursue a one-firm culture in multi-office firms
In an age of high growth and M&A activity among accounting firms, many firms find themselves doing business in two or more different office locations.…
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Accounting Workflow Software – All the Facts
For better or worse, most tax and accounting firms revolve around deadlines. While many firms would prefer to provide year-round services for their clients, the…
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Portal Security – 5 Tips to Stay Safe
Data security is in the news. Phishing scams, ransomware, spyware and other exploits keep security experts on their toes. Accountants aren’t typically in the data…
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Commonly Asked Questions about Firm Management Software
More than ever, technology plays a huge part in a firm’s success. Because it touches all parts of your firm, firm management software in particular…
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