3 Min
April 2024 update
Simpler imports, SOC 2 certification, enhancements to our Proposals & ELs feature, and more.
Nicholas Edwards
Apr 16 2024
Nicholas Edwards
4 Min
April 2022 Update
Job recurrence schedule improvements, further automation of e-signatures, additional shortcodes functionality, new Firm Admin role & more
Maria Kris
Apr 11 2022
You now have a robust document management system on your PC. Uploading documents, requesting client approval, locking to invoice and now — requesting e-signatures — can all be done directly in the windows app, streamlining processes and reducing clicks.
Constantine Vasilakis
Apr 7 2022
3 Min
Growing Your Accounting Practice: When You Should Start Offering Client Accounting Services (CAS)
Learn how CAS can grow your CPA business. This article reveals how you can widen your firm’s services with CAS. Find out six tips on how to get started with CAS.
Lisa Chaud
Apr 1 2022
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1 Min
Workflow Automation Update: Advanced Account Search and Advanced Filter for Job Recurrence Schedules
In a recent update, we introduced individual recurrence schedules, enabling different recurrence schedules and different templates within the same pipeline. Today we are enhancing this feature with additional UX/UI improvements to make it easier to add, remove and...
Constantine Vasilakis
Mar 30 2022
In late 2021, signature templates were released to provide each firm with tools to mark-up boilerplate documents. 8879, 8821, and 2848 are a few examples, but this works with any type of document – add it one time and then reuse it in all future client interactions....
Maria Kris
Mar 28 2022
What’s the difference between a financial controller vs CFO? Learn more about the roles of these financial professionals and when you may want to hire one.
Lisa Chaud
Mar 22 2022
KBA is required for IRS Form 8879. Here, we analyzed five providers and found out that you are probably paying three times more for KBA than you should.
Maria Kris
Mar 15 2022
2 Min
March 2022 Update
Saved filters & UI improvements in reporting, workflow UI updates, bulk cancel scheduled emails, date shortcodes in contracts & more.
Maria Kris
Mar 9 2022
Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client...
Maria Kris
Feb 28 2022