CRM for CPA Firms Builds New Businesses Better

Posted by & filed under Misc.

Building a new business starts with building a client list and this is where CRM for CPA firms can get you started the right way so you can build the best foundation to move forward. As you bring in new accountants and more clients, you have to ensure that those relationships are managed correctly and… Read more »

CCH iFirm Software Alternative

Posted by & filed under Misc.

Looking for a CCH iFirm Software alternative? In this article, we’ll cover the features and potential alternatives for firms and accountants looking Features When looking for a CCH iFirm alternative for your accounting firm or practice, it’s important to list your “must have” features . For example, do you need to set up custom recurrences?… Read more »