CPA firm growth: 3 questions to ask
CPA firm growth has remained relatively stable over the last few years, leading many firms to look for ways to jump start their growth to…
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How to attract clients and retain staff
In a recent webinar with Accounting Today, CCH Axcess product manager Damon Russel talked with customer Garrett Wagner about changing client and staff expectations. Disruptive…
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Digital tax workflow: 3 myths about tax technology
When a firm wants to improve its digital tax workflow, technology improvements can make a big difference. However, a few popular myths can get in…
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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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Enabling a distributed workforce
Technology has transformed the modern workplace. In the not so distant past, employees did all of their work at the office because that’s where the…
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Measuring technology effectiveness: Tips from top firms
When measuring technology effectiveness, firms need to balance the costs of an investment against the benefits achieved. However, this calculation isn’t always straightforward. Recently, Marc Staut…
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Accounting technology integration: Do’s and Don’ts
Has your firm ever struggled with technology that it procured in order to improve operations? You aren’t the only one. That’s because problems with accounting…
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Technology ROI: Making the Case for Your IT Investment
When firms invest in IT infrastructure, technology ROI is always a popular topic. But actually measuring ROI of a given solution can be hard. That’s…
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Cloud Security: A Guide for Accounting Firms
With new data threats and stories about cloud security popping up seemingly every day, many accounting professionals may feel like they spend more time protecting data than…
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