Information to help you select the best software package to meet your specific needs. About us If you are selecting technology for your firm soon, now is a great time to be in the market. Today, you can choose from many feature-rich options at affordable price points. But how can you ...
Add Clients When you sign up with our accounting firm portal, you’ll create a profile and add your clients, their names and email addresses. You can use the CRM client portal to start communicating with clients. 03 Sync your Workflow My CPA Dashboard takes pride in being your resource for...
Our practice management software for accountants organizes files, emails and communications into virtual workspaces and automatically tracks the time you spend on every engagement or task. With a built-in workflow engine fast-tracking internal communication your firm will collaborate more efficiently and ...
Choose the right CRM:A CRM product comes with many different features, but the one you choose must be in line with the needs of your CPA firm. Segregate your client groups:With CRM software, you can segregate your client interest based on needs, preferences, and behaviors. Accordingly, you ...
Archived Webcast – Struggling with Workflow Chaos? Discover How Identifying Your Offerings Changes Everything! Does your accounting firm struggle with chaotic workflows, missed steps, or inefficiencies that overwhelm your team? It might be time to go back to basics by defining your offerings! This ...
Since I don’t do business with the firm, I have to assume that it’s bogus, and I should ignore it. It’s probably a bogus e-mail, linking to a bogus website, with a malware-laden file awaiting me. This kind of attack is easily perpetrated with free, open source software – ...
These firms integrate CPE opportunities into the regular workflow, providing a mix of in-office training, online courses, and opportunities to attend various conferences and training sessions. This integrated approach ensures that CPAs can conveniently meet both their firm’s and state’s CPE ...
Take advantage of our dental CPA industry expertise as a top dental consulting firm. We offer an array of business advisory services to help our clients succeed.
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Hosts:Steve Matzke, Director - Faculty & University Initiatives, AICPA; Susan Wolcott, PhD, CPA, CMA, Independent Scholar, Wolcott Lynch In the third installment of the Critical Thinking Webinar Series, Susan Wolcott, CPA, Ph.D., shares recommendations for transforming your advanced accounting cours...