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,…
read more
Does Your Technology Meet Client Expectations?
We’re living in an era where every part of our daily lives is impacted by technology in one way or another. We have numerous new…
read more
5 essentials for choosing a document management system
With a digital tax workflow, your office may no longer be buried in piles of paper files. But that doesn’t mean that your document storage…
read more
4 ways technology is improving client relationships
Accounting firms often invest in technology to make workflow more efficient and improve their internal processes. You might think your clients don’t care about or…
read more
Technology Preview: The Future of Firm Management Technology
Firm management technology that may have seemed a long way off is suddenly becoming available to ordinary accounting firms. In a recent webinar with Accounting…
read more
End of Year Project: Create and Use a Client Portal
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
read more
End of Year Project: Organize and Digitize HR Documents
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
read more
End of Year Project: Review Retention Policies and Purge Expired Files
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
read more
6 electronic document management headaches and how to cure them
Most firms would agree that electronic document management is more efficient than managing paper-based files. However, electronic document management is not without its own headaches.…
read more
Case Study: How to Create an Efficient Paperless Workflow
Moving to a paperless workflow is a big decision for any firm, and as technology has progressed, firms of all sizes are making that leap…
read more