Managing your tech stack

Whether your accounting firm should dictate what software a client will use depends on the context of your services and their needs.

Having an essentials-only technology footprint doesn't mean you can't leverage it strategically.

Accounting firms are getting tired of switching between applications that don't integrate.

While CPA firms far and wide have made major technology investments over the years, the vast majority of accountants say they're not being used to their full potential.