CRM systems

Joe Greenspan, vice president of commercial operations at Act!, says digital communications are vital for the CPA of today's era.

BKD CPAs & Advisors, a Top 20 Firm based in Springfield, Missouri, is adding Ledgeview Partners, a marketing and customer relationship management consultancy in Appleton, Wisconsin.

Client relationship management software helps your firm keep on track.

Partners may not have a clear sense of how efficiently they and their teams are spending their time and often lack awareness of what other partners are doing, which can result in opportunity lost.

Acumatica continues to build out its artificial intelligence and machine learning-enabled mobile image recognition capabilities.

Following the acquisition of accounts receivable automation market leader YayPay in 2020, Quadient’s acquisition of Beanworks brings advanced cloud-based AP automation capabilities to Quadient’s business communications management suite.

These five strategies can help you boost your profits, without ever have to sell to a prospect.

The Top 10 Firm has bolstered its Salesforce consulting practice by acquiring a San Francisco-based consultancy that specializes in the cloud-based CRM system.

No more robots checking inventory at WalMart, Hubspot for QuickBooks, and eight other recent developments in technology, and how they’ll impact your clients and your firm.

The offering brings CRM directly into the QuickBooks Online environment.