What are CRoPs Tiles and Why They are a Game Changer
August 11, 2020With ABLE, the CRM for accounting firms, you can manage your most important clients, referral opportunities, and prospects with CRoPs tiles. Read More…
3 Action Items Your Firm Can Implement After Tax Season
July 7, 2020After the busy tax season is over, what are your firms next-steps for business development? Read more to learn about 3 action items you can accomplish after tax season. Read More…
Our Big Ideas: CRoPs Tiles
June 6, 2019In this installment of “Our Big Ideas”—a series that examines the key features of ABLE—learn about the CRoPs Tiles system. Read More…
Spring Cleaning: Focus on Your Key Relationships
May 1, 2018This spring, take the time to look over and evaluate your key relationships to determine your business development plan for the coming year. Read More…
Tax Season is Over—So Now What?
April 23, 2018With tax season at a close (whew!) now's the time to re-focus on your client engagement! With the help of your CRM, revisit your key relationships, build your reputation as a trusted adviser, and make a plan for moving forward. Read More…
Get Deeper Client Engagement and Shine with Client SpotLight
November 28, 2017Deeper client engagement allows you to work with clients all year, not just busy season. Client SpotLight helps strengthen those client relationships. Read More…
Stay on Target
September 12, 2017Ensure you are appropriately allocating your energy for business development and have the systems in place to support your goals. Read More…
Managing & Measuring Referrals
September 11, 2017Referrals are excellent resources for extending your reach. Learn how to enrich and measure these imperative relationships. Read More…
