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Jul 13, 20216 min read

Use Cases with Microsoft Teams

by Netgain Microsoft Teams is a collaboration platform which is part of the Microsoft 365 family of products. Teams has seen a tremendous...

Jul 13, 20216 min read

Going Digital: The Shift from Paper to Paperless Client Organizer

by SafeSend Scrambling. While many words come to mind when thinking back to the 2019 filing season, scrambling is what everyone was doing...

Jun 15, 20215 min read

What’s Next? It’s Time to Focus on Accounting Experience Management

Change management is more than what you do. It’s how you do it, and how it is perceived, experienced and measured. Avii calls this...

May 12, 20214 min read

4 Questions to Ask When Evaluating How Firm Technology Drives Customer Retention

by Conarc Some firms are consistently focused on employee retention and mindful of the technology that they can use to keep good...

Apr 15, 20213 min read

What if?

By S. Yvonne Scott | CIO Concierge LLC That question can elicit a wide range of thoughts and emotions, including seeing the mere posing...

Jan 12, 20215 min read

2020 Winners and Losers in Accounting Software Platforms

by Avii “All progress starts with the truth.” -Dan Sullivan, as quoted by Gary Boomer, Nov. 2020 “Sometimes the truth is glorious – but...

Dec 14, 20202 min read

Tax Automation Can Improve Your Remote-Work Setup

Accounting firms across the country were faced with moving their employees to secure and productive work-from-home setups at the...

Dec 8, 20205 min read

Moving Pay Portal technology to the next level in accounting firms

By Ian Thompson: Senior Manager at Star Americas Pay Portals have been around for a number of years now and accounting firms - like...

Dec 8, 20204 min read

CPA Explains How to Improve Workflow During Lockdown

Running a successful accounting practice requires carefully considering how you organize workflow. When it comes to preparing client tax...

Nov 9, 20201 min read

Planned Enhancements & New Offerings for SafeSend Returns Users

Serve clients in a contactless way, while elevating their experience and moving your firm forward! New Client Experience in SafeSend...