Document management can be tricky. With a constant supply of memos, contracts, and reports, you may feel overwhelmed. Add to that the pressure of...
Level Up Your Game: Say Goodbye to 9 Document Management Slip-Ups
read more
Blog
Why Some Document Management Systems Fail
When companies spend money on a new solution, like document management, they expect it to work right out of the gate. Unfortunately, this sometimes...
Long-Term Storage Solutions for Accountants and Tax Businesses
Businesses must store data for years, especially tax and client information. Tax audits can happen years after you file the return, and you may need...
Improving Communication With Your Clients
If you've trained to be a tax professional, you’re likely great with numbers–they just make sense. However, being great with numbers doesn't always...
Effective Document Management Platforms
It can be scary to switch from paper to digital platforms. It can be stressful switching from one digital platform to another. Will you be able to...
Eliminating Poor Customer Service for Good
Poor customer service can kill a business. Not only can you lose the initial customer, but they are likely to post a bad review of your company if...
How to Stay Relevant After Tax Season
The craziness of the tax season is finally over. You have a few stragglers who forgot the deadline or file extensions, but the bulk of your work for...
Your Cyber Security Strategy For 2024
People share everything online with total strangers–what they had to eat, where they were every waking minute of the day, their thoughts, their work...
How Can Appointment Software With Calendar Integration Contribute to Improved Customer Satisfaction?
New apps and technology pop up every day. As technology seeps into every aspect of our lives, will customers find an integration between appointment...
