New apps and technology pop up every day. As technology seeps into every aspect of our lives, will customers find an integration between appointment...
Outreach
How Can You Encourage Skeptical Clients to Use a Client Portal for Sharing Tax Documents?
Tax documents are full of sensitive information, so it makes sense that people can be apprehensive about sharing it through an online portal. How...
Which Added Features for Tax Client Management Solutions Are Worth Paying For?
Buyer’s remorse (regretting the purchase of something after the fact) can hit with anything. But it doesn’t have to. Sometimes the splurges are...
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...
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...
How Can Paperless Tax Management Software Balance Convenience with Proper Security Protocols?
It seems that every month or so, we hear of a new, massive information breach within either a government or private sector network. These headlines...
What Are the Key Features of Client Management Tools For Your Needs?
Each person and industry considers different features and tools crucial when assessing client management platforms. These experienced business...