Stay up-to-date with the latest stories on accounting trends, news and pro insights.

Accounting, Cloud Software, Workflow
Feb 28, 2020

5 Client-Facing Workflow Portals for 2020

When it comes to preparing taxes, one of the most difficult aspects for any accounting firm is figuring out how to interact with their clients. No matter how much accounting professionals may wish otherwise, clients stand to remain an essential part of the tax preparation process. Without their approval and verification, nothing goes forward. In […]
Accounting, Accounting Software, Cloud Software
Nov 28, 2019

Avoid Being Charged for Accounting Software you Don’t use

Questions to Ask About Your Accounting Software An excellent recent report from Big Four accounting giant Deloitte’s Center for Consumer Insight analyzes the decision-making process of consumers in today’s marketplace. “In many ways the consumer of today is like the consumer of yesterday,” the report concludes, “they are a creature of the pressures they are […]
Cloud Software
Dec 13, 2017

Cloud Software to Ease EOY Client Write Up Pains

The headaches of end of year client write up clients will commence, but one thing should be clear to every firm: client expectations have changed. Not only are cursory, manual monthly client write-ups no longer enough to maintain a strong relationship with your clientele, in today’s rapid marketplace, they simply take too much time to turn much of a profit.