Improve client service with every client interaction
While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can…
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Spring cleaning: Your Next Steps for a Paperless Firm
So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little…
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Building Workflow Efficiency with a Document Management System
The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating…
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Don’t Forget the Post Tax Season Postmortem!
With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider…
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Mobile Document Management – Trends and Recommendations
Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like…
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How to solve your client portal usage problem
It’s a common problem. You dutifully set up portals for all your clients, but come tax time, your clients still want to exchange documents via email…
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1040 Document Management Step-by-Step
As a product manager, I get to sit down with dozens of firms each year to discuss 1040 document management. I like to speak to…
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Are Portals Outdated or Evolving?
Client portals have been around for more than a decade. But that doesn’t mean they are the same old technology they were when they first…
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Using client portals (Ode to the Portal)
Are portals the technology we love to hate? For me, it’s a love/hate relationship. Let me tell you why. I know as a responsible firm…
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Document management software – year in review
With the end of the year right around the corner, now is the time to reflect back to see where we’ve been. 2016 was an…
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