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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The 4 Rules of Mobile Document Management for CPA Firms
When it comes to mobile document management, CPA firms’ needs are evolving. Previously, it was enough to provide basic client data while on-the-go. You could…
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6 Warning Signs Your Client Files Might Not be Secure
Technology is changing faster than ever before. New developments in information security keep everyone on their toes, especially CPA firms that are proactive about their…
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5 Common Document Management Workflow Mistakes and How to Fix Them
Implementing a document management system in your CPA firm can be a difficult task. In order to achieve the best ROI possible, it’s important for…
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