-
High touch vs. high tech? Both have merit, but you can’t be both.
March 3L&H CPAs and Advisors -
The new Advisory Portal highlights and summarizes key data from financial reports to make it more accessible to clients.
December 14 -
The vast majority would still recommend their preparer, however, according to a new survey.
August 21 -
Two AGL CPA partners developed the tool to assist CPA firms and clients in navigating the Paycheck Protection Program.
May 29 -
Priority ERP integrates AvaTax, Vertex achieves "Built for NetSuite" status, and Doc.It updates portal software.
January 13 -
Sometimes it can feel like now, it’s up to the client to do their part so you can do your job. In many ways, you’re right.
January 8Accounting Today -
It all starts with the client onboarding process.
November 22L&H CPAs and Advisors -
WithumSmith+Brown, PC, together with Utah-based accounting automation technology firm Avii, have created a new employee workspace and portal called the Withum Experience Powered by Avii.
July 3 -
Delivering an unforgettable experience is what will separate your firm from the pack.
May 13Rightworks -
The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.
January 11L&H CPAs and Advisors