Automated Compliance: What’s in Store for CPAs
July 28, 2017While 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." Read More…
No Spam Here
July 3, 2017Sending regular and relevant communications to your clients keeps your firm top-of-mind and further solidify your relationship. Read More…
CRM for the Rest of Us
July 1, 2017Big-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. Read More…
