The majority of financial transactions are electronic, whether you’re buying an item or paying for a service. People don’t have to carry cash in...
Why Secure Digital Payments Are A Benefit This Tax Season
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7 Benefits Of Appointment Automation For Your Business
All tax professionals deal with no-shows or last-minute appointment cancellations. Forbes reports that tax preparers make between $37 and $400 per...
What Are the Challenges of Transitioning to a Paperless Office?
Digitizing documents all around can sound intriguing, but it won’t happen overnight. What challenges might an office face when they begin the...
Automated Billing Systems For Small Tax Businesses
You often wear more than one hat in small businesses, especially in single-person operations. Instead of focusing entirely on one job, you must...
5 Tips To Navigate Client Document Challenges
No matter how efficient you are in your tax service, there is one aspect of the job over which you have no control–the clients. The world's best...
Boosting Your Business’s Productivity With A Calendar Tool
Have you ever reached the end of your workday and realized you’ve only completed half of what you planned to do? Yet, you were busy all day and had...
What Risks From Sending Documents Through Email Can Be Minimized With Document Management Solutions?
With many important documents taking a digital format these days, sharing those documents is an important responsibility. Sometimes email just...
5 Steps To Effective Document Management For Your Small Business
Document management is critical to maintaining an efficient and effective office. You should be able to access clients’ information when needed,...
How Accounting Client Management Software Protects Your Business
Data security is a huge concern for any accounting business. The amount of private information that crosses your desk (or screen) is a serious...
