7 Common Misconceptions About Accepting Credit Card Payments Online
Firms using CCH Axcess Practice and CCH Axcess Portal can now receive electronic payments from clients through CCH Client Axcess. Accepting online credit card payments…
read more
Prepare for tax season with these 6 firm management tips
Tax season is a make-or-break time for many firms. Firms that want to optimize their performance will do everything they can to prepare for tax…
read more
Commonly Asked Questions about Firm Management Software
More than ever, technology plays a huge part in a firm’s success. Because it touches all parts of your firm, firm management software in particular…
read more
Contract to Serve: Managing Expectations, Minimizing Assumptions
It’s always a funny comment when someone makes it. You say “Well I assume…” and the other person in the conversation chuckles and says, “You…
read more
Top Practice Management Features You Didn’t Know You Needed
Practice management software means different things to different people. So it can be hard to nail down exactly what features you need. Samantha Grovenstein-Deal, product line…
read more
Value Pricing: There’s a Storm Coming
It’s amazing how a seemingly simple phrase can evoke strange comparisons and imagery in your head. Exactly that happened to me this week as I…
read more
6 proven strategies to improve CPA firm profitability
Often, when looking for ideas to improve their CPA firm profitability, partners will focus on bringing in more clients. However, there are plenty of ways…
read more
Firm 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…
read more
Common billing mistakes: Getting the price right
To achieve maximum profitability, all aspects of a firm must be running as efficiently as possible. This might mean looking at some firm processes that…
read more
Digital Firm Management Goes Beyond Time and Billing
Firm management software has come a long way in a short time, with technology driving gains in efficiency and client service. As client demands evolve, your firm needs…
read more