Automated Compliance: What’s in Store for CPAs
While many industries fear automation, there is plenty of room for CPAs to succeed, as long as they can adapt and position themselves as more than a “bean counter.”
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No Spam Here
Sending regular and relevant communications to your clients keeps your firm top-of-mind and further solidify your relationship.
CRM for the Rest of Us
Big-market CRM systems tout a number of bells and whistles that don’t necessarily apply to all businesses. But finding the right fit for your needs is easier than you think.