Every firm needs a mechanism to obtain information from their clients, both new and returning.

New contact shortcodes make your mass emails look like personalized messages. If a family account includes two contacts—husband Bob and wife Mary—they both get personalized greetings.

Selling your accounting practice? Learn what you need to do prior to selling to increase the sale multiple.

Want to send clients a review request template for your business? Read through our email examples and tips on how to ask for a review the right way.

Looking to move your tax, accounting, or bookkeeping business online? Here’s a look at the tools needed to start and grow your online accounting business. 

The simplified document upload process to firm owners and employees is extended. Now you can upload files in the right sidebar without opening new tabs and losing context.