{"id":41438,"date":"2016-01-05t05:00:06","date_gmt":"2016-01-05t10:00:06","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=41438"},"modified":"2016-01-13t13:25:19","modified_gmt":"2016-01-13t18:25:19","slug":"centralize-contact-administration","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/01\/05\/centralize-contact-administration\/","title":{"rendered":"why more firms are using their t&b apps for crm"},"content":{"rendered":"

\"woman<\/a>new information must be shared.<\/strong><\/p>\n

by roman h. kepczyk<\/span><\/i>
\nquantum of paperless<\/span><\/i><\/a><\/p>\n

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm\u00a0(customer relationship management) programs.<\/p>\n

more on smarter tech spending:<\/b> standardize quickbooks support<\/span><\/a> | <\/span>digital report delivery includes owners<\/span><\/a> | <\/span>portals, encryption boost client security<\/span><\/a> | <\/span>daily billing cuts month-end load, creates audit trail<\/span><\/a> | <\/span>streamlining audits by breaking old habits<\/span><\/a> | <\/span>why accounts payable should go digital<\/span><\/a> | <\/span>remote deposit is a no-brainer<\/span><\/a> | <\/span>field auditors need right equipment, connections<\/span><\/a> | <\/span>3 steps for firm procedures manuals<\/span><\/a> | <\/span>stop paper at the source: the client<\/span><\/a> | <\/span>how and why to set optimal scanning practices<\/span><\/a><\/p><\/blockquote>\n

too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations and\u00a0even organizers. it is critical that firms centralize the updating of contact information for consistency.<\/p>\n

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"woman<\/a>new information must be shared.<\/strong><\/p>\n

by roman h. kepczyk<\/span><\/i>
\nquantum of paperless<\/span><\/i><\/a><\/p>\n

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm\u00a0(customer relationship management) programs.<\/p>\n

\n

more on smarter tech spending:<\/b> standardize quickbooks support<\/span><\/a> | <\/span>digital report delivery includes owners<\/span><\/a> | <\/span>portals, encryption boost client security<\/span><\/a> | <\/span>daily billing cuts month-end load, creates audit trail<\/span><\/a> | <\/span>streamlining audits by breaking old habits<\/span><\/a> | <\/span>why accounts payable should go digital<\/span><\/a> | <\/span>remote deposit is a no-brainer<\/span><\/a> | <\/span>field auditors need right equipment, connections<\/span><\/a> | <\/span>3 steps for firm procedures manuals<\/span><\/a> | <\/span>stop paper at the source: the client<\/span><\/a> | <\/span>how and why to set optimal scanning practices<\/span><\/a><\/p>\n<\/blockquote>\n

too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations and\u00a0even organizers. it is critical that firms centralize the updating of contact information for consistency.<\/p>\n

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.
\n read more →<\/a><\/p>\n","protected":false},"author":1342,"featured_media":42234,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,2306],"tags":[120,629],"class_list":["post-41438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-tech-and-fintech","tag-tech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"\nwhy more firms are using their t&b apps for crm - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2016\/01\/05\/centralize-contact-administration\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"why more firms are using their t&b apps for crm - 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