Will 2021 be the year you implement a client portal? Here are 5 things you should consider before you do. As we’ve all become more mobile in the past year,…
While 2020 has certainly thrown us a bit of a curveball, now that Spring has sprung it’s a matter of weeks until you get a well-deserved break (hopefully!). However, just…
It’s been a heck of a year, and while we’ve all been wondering when life will return to normal, with Covid-19 continuing to have a significant impact on the country…
If you’ve ever tried to implement a new project, system, or process, you’ve no doubt felt some level of frustration when your colleagues haven’t shown the same level of enthusiasm for the initiative as you,…
We’ve been reflecting on our role in the accounting industry in the wake of the global Coronavirus pandemic and there’s no denying 2020 hasn’t tracked the way I’m sure many…
Did you know that poor document management can be incredibly costly: searching for documents costs professional services firms nearly $4,000 in lost productivity per employee each month, and a recent…
When was the last time you stepped back and looked at all of the different tech tools and software solutions you’re using to run your practice? Are they still serving…