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Are Portals Outdated or Evolving?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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Cloud-based document management: A few of my favorite things
At the heart of every firm is information. This we know. We also know that how we manage and share information is critical to the…
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Three document management trends you can’t ignore
Document management systems are no longer considered “new” technology in a tax and accounting firm. However, the issues and concerns surrounding this type of software…
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Client portal reviews are in: Real-world strategies for success
It’s true that portals will help save your firm money on supplies like postage, paper and printer toner cartridges. Some firms have reported saving as…
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Three Types of Client Communication Strategies: Which is Yours?
How you communicate with your clients is a reflection of how you run your firm. Every interaction you have either reinforces or undermines your firm’s…
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User Conference Spotlight: Must-See Courses for Future-Ready Firms
In a few weeks, hundreds of accountants will converge on Washington D.C. to attend CCH Connections: User Conference 2016. One of the key takeaways for…
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Signs You Need a New Approach to Exchanging Files with Clients
Technology has changed a lot of your day to day interactions, and as it continues to evolve how you communicate, some firms struggle to keep…
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