What’s more important—getting new clients or keeping the ones you have? Can you really grow your firm if clients keep leaving? Sure, new clients...
Maintain Accounting Client Relationships with 9 Retention Tips
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Myth-Busting: Cloud-Based Document Management Solutions
When you think about cloud-based tax document management solutions for accountants, you probably wonder if they're as efficient as they claim to be....
What You Need to Know about SSL
Do you worry about keeping your clients’ data safe? Wondering if your accounting firm’s website is secure? This is where SSL comes in. Secure...
Best Ways To Connect with Clients via Text Messages
Sending text messages to your clients might not be the first thing you think of, but it's incredibly effective. According to a survey, text is...
Embracing Digital Advancements for Accounting Firms’ Success
Traditional accounting processes can be such a headache. Think piles of paperwork, manual calculations, and endless data entry. No wonder...
19 Tips for a Tax Business’ Digital Clutter Cleanup
As a tax prep company, digital clutter can be a real headache. From overflowing email accounts to chaotic calendars and disorganized photo...
Level Up Your Game: Say Goodbye to 9 Document Management Slip-Ups
Document management can be tricky. With a constant supply of memos, contracts, and reports, you may feel overwhelmed. Add to that the pressure of...
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...
