Here, you will learn how to write a letter of engagement and why is it important to implement processes that ensure all clients sign before any services are rendered.
Lisa Chaud
Jun 22 2021
Lisa Chaud
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.
Lisa Chaud
May 25 2021
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.
Lisa Chaud
May 13 2021
5 facts a tax firm should know before going paperless and file your tax returns electronically. Find out which states and countries legalized tax e-signatures.
Lisa Chaud
Feb 16 2021
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
Looking to boost your firm's profitability and efficiency?
Download our eBook to get the answers
Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.
Lisa Chaud
Feb 11 2021
3 Min
Why Excel is Bad
Microsoft Excel is used widely as a business tool. Unfortunately, it’s far from perfect. Spreadsheet errors, reliance on manual input make Excel a bad idea to run your business.
Maria Kris
Jan 18 2021
Did you know that SMS-based authentication is not secure and compliant? Read six reasons why it's important and the secure solution powered by TaxDome.
Lisa Chaud
Dec 22 2020
Did you know that each time a provider offers you a free KBA, they lie to you? Free KBA doesn't exist, and here's why.
Maria Kris
Nov 30 2020
There is a very straightforward way to digitize your business and make it easier to find all of your documents in one place at any time.
Mary Cooper
May 13 2019