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It all starts with the client onboarding process.
November 22
L&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
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Delivering an unforgettable experience is what will separate your firm from the pack.
May 13
Rightworks -
The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.
January 11L&H CPAs and Advisors -
Three ways a document management system can support a retention policy.
December 14
Doc.it -
The app is a smart move in a sector where ease of use and accessibility is king.
November 16
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Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance
October 19
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Clients really want to do more business with you. Don’t make it difficult for them.
March 23L&H CPAs and Advisors -
Four accounting firms share their experiences looking for secure, efficient document exchange
March 8
