accountants’ top problems for tax season 2023
as tax season gets underway, a lot to worry about.
by 卡塔尔世界杯常规比赛时间 research
join the 5-minute survey. get the answers. start here.
tech and fintech
proper workflow demands consistency
tools are only as good as their users.
by penny breslin
it’s not just the numbers
three apps for ‘inbox zero’
try these apps to simplify email communication and storage.
by beth ziesenis
app of the week
automate your thank-you letters
tell clients, friends and family to have an awesome, stupendous, magnificent day.
by beth ziesenis
app of the week
tips for getting clients started on bos
bonus: two case studies.
by penny breslin
it’s not just the numbers
top tech tools for building your new bos business
lots of specific recommendations for small to midsized firms.
by penny breslin
it’s not just the numbers
make your computer a clean slate
before the bustle of busy season begins, give your workspace some space.
by beth ziesenis
app of the week
yes, technology disrupts – but for the better
patil: “we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients.”
the disruptors
with liz farr
transform your marketing with crm
the right system can streamline client communications and simplify prospecting leads.
by sandi leyva
the complete guide to marketing for tax & accounting firms
kickstart nye resolutions to learn a new language
grow your foreign language vocabulary while you surf!
by beth ziesenis
app of the week
workflow tools can deepen client relationships
bonus case study: how we work with our direct small business clients
by penny breslin
it’s not just the numbers
the best tech for your team and clients
simplify “handwritten” notes and prepare for success in 2023
getting out thank you notes and blocking distractions was never easier.
by beth ziesenis
app of the week