Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning...

Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit. 

If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process. 

Tired of the chaos during busy season? Missed deadlines, overworked employees, and too many things slipping through the cracks are clear signs that your firm needs to synchronize your team's efforts. I

Internal documents in accounting firms hold so much value, so why do accounting firms often fail to update and utilize them like they should? Every accounting firm, regardless of size, should be documenting its best practices, processes, and systems – and they need to...

More job customizations, organizer improvements, new export functionality & more