How to Use Client Management Software for Accountants to Reorganize Your Veterinary Practice

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In a veterinary practice, your clients aren’t all able to tell you their information or what’s wrong. Animals have their own language and sometimes you have to rely on tests and medical history to find out what you need. This makes organizing clients a little more difficult than other businesses. Use client management software for… Read more »

Client Management Software and Tools for Accountants

Posted by & filed under Misc.

What is Client Management Software? Client management software is a way to centralize, manage and track all your client information. Simply put, it’s the “hub” of your critical client information, whether you are an accountant, CPA, bookkeeper, tax professional or any other professional service firm.  Now, client management sits on top of a core database… Read more »