Lisa Chaud

Unique features that your CPA client portal should have such as typed signature, integrated payments and other things to consider before implementing a portal.

Learn why a website is important for an accounting firm or a tax professional. Find out useful tips on what to include on your firm’s website and how to make it top-rated.

This article will cover all there is to know about typed signatures so you can have a better understanding of the legality behind this signature use.

Getting documents from clients can be resource-intensive. Learn four key ways to get documents from clients and how to automate using client document portal software.

4 Steps To Scale Your Tax & Accounting Practice With Workflow Automation that maintain the integrity of the client experience and deliver measurable, actionable data for future strategic planning.

Why is data security important now more than ever? Learn why accounting & tax firms need to create a data security plan & how to do it in 5 steps.

One of the biggest challenges’ accountants face is trying to regularly attract new clients. If you are looking at how to grow your accounting practice, then it’s best to look at what worked for others. Here is a look at five of the most effective ways to grow an...

Accountants and bookkeepers use many apps and tools to increase efficiency and productivity. These 10 zaps can help.

How can you make your clients go digital? Show them how much transforming digitally benefits them with easy-to-use software that’s affordable, secure, and time-saving.