3 Min
May 2024 update
AI-powered reporting & analytics, client-facing job statuses, increased pipeline flexibility, streamlined communication workflows and more.
Jeff Nichols
May 16 2024
Jeff Nichols
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
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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...
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