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
Charging more per client is possible if you initiate the right strategies. Here, we will take a look at effective ways that you can charge more per client and grow your accounting business without overwhelming your firm’s workload.
Lisa Chaud
Jun 17 2021
3 Min
June 2021 Updates
Recurring jobs, bulk actions with jobs, conditional organizers, simplified document upload for your clients & more
Maria Kris
Jun 15 2021
Want to learn more about accounting? You can learn the basics of accounting by simply watching the following YouTube videos and YouTube channels.
Lisa Chaud
Jun 14 2021
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Unique features that your CPA client portal should have such as typed signature, integrated payments and other things to consider before implementing a portal.
Lisa Chaud
Jun 7 2021
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.
Lisa Chaud
May 28 2021
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
3 Min
May 2021 Updates
Document UI simplified, granular notification preferences introduced, organizer updates & improvements and more
Maria Kris
May 18 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
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.
Lisa Chaud
May 6 2021