Are you spending too much money on various business tools, but you’re still not getting your desired results? If so, it might be time to consider a comprehensive system for your business. Think of it as an all-in-one package deal…

If you want any hope of staying organized and keeping your sanity, then the answer is a definite “Yes!” Many businesses struggle with scheduling issues, such as double-booking, no-shows, and last-minute cancellations. These problems can lead to lost revenue and…

If you frequently send highly sensitive documents to your clients, such as contracts, applications, financial documents, or tax or employment information, you must take the correct measures to keep those documents safe from cyber criminals.

It’s easy to become stressed out when you’re constantly dealing with an overfull calendar, missed appointments, and double bookings. When working with multiple calendars and a manual appointment system, these frustrations occur more than they should, leaving you and your…

Maintaining an open line of communication with your clients is important for any business, but when you have clients who may be nervous about their tax returns and have a lot of questions, it’s essential. You’re also contacting clients regularly…

In order to successfully run a tax preparation business, you must have the proper tools- document management, a client portal, a CRM, a scheduling tool, and more. Too often, businesses add these components individually, only to find themselves overwhelmed with…