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Jun 113 min read

Onboarding Tech and Process: A New Employee's Transition to a Paperless Office

One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...

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Feb 7, 20235 min read

Accounting Technology that Streamlines Your Tax Preparation Workflow

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

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Jan 23, 20234 min read

Accounting Technology that Streamlines Your Tax Preparation Workflow

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

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Jan 4, 20233 min read

Tax Automation Tools that Provide a 5-Star Client Experience

How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...

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Sep 16, 20211 min read

Suralink Releases New Product to Make Requesting and Sharing One-Off Files Simple and Secure

SALT LAKE CITY, September 15, 2021 (Newswire.com) - Suralink, the leader in PBC request list management and approval workflow software,...

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Apr 16, 20214 min read

Building Better Solution Requirements: Why, Who and How

by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...

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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...

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