CRM for Accountants Improves Communication With Clients and Colleagues
Communication is what makes you sure that your clients are getting what they need and that their expectations are exceeded....
Use Workflow Software for Accountants to Acclimate New Partners Faster
One of the best parts about expanding your business is bringing on new and talented partners that are major assets...
New Tech: How to get Buy in from your team
Introducing a new application can be challenging, especially if your team is less than tech savvy (or inclined). Even those...
Client Management Software for Accountants
In a veterinary practice, your clients aren’t all able to tell you their information or what’s wrong. Animals have their...
Use Workflow Software for Accountants to Create Better One-on-One Communication
Communication is a key point to making every business endeavor a success. When your business begins to grow, the one...
Review: Typeform, Client Surveys For Accounting
Last week I was looking for a new onboarding and survey tool for Jetpack Workflow. I decided to review all...
