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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Document Management Features You Didn’t Know You Needed
If you’re looking for a new document management solution in your accounting firm, you’ve got a lot to choose from. Most firms long ago gave…
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Sure-Fire Ways to Impress Your Clients (and Your Staff, Too!)
Portals are a well-known efficiency enhancer, but they also can help reinforce your reputation with your clients and staff. When implemented strategically, portals can improve firm…
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Proven Strategies for Effective Document Management
A CPA firm evaluating document management software has many options to choose from. Once you make the decision to take your firm paperless, you need…
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The 5 Most Useless Items in Your Tax Firm
After April 15, many firms begin to research new technology or processes to help make their offices more efficient before crunch time hits again. But…
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