Accountants rely on document management systems to store their information, the question is, where exactly should the information be stored? Cloud options are extremely popular in today's environment, but may not always be the best fit for you. Explore your needs before choosing a long term solution.
Sit back, relax, and watch your cash flow improve and accounts receivable disappear when you begin accepting credit cards and ACH (eCheck), as well as fully funded payment plans.
The new age of financial technology is already here. Learn how modern accounting firms are rethinking the status quo processes used to manage their client's day-to-day financial operations and reduce cost for everyone.
This checklist will provide CPAs and accounting teams and the businesses they work for with the upper hand against payment fraud.
Automation is the future of accounting. The future success of your firm is dependent on whether you can adapt to, and adopt, a software approach to accounting. It's a substantial shift for some practices, but it's not a change that should be viewed as a threat. Learn more in this FREE 8-page eBook.
As a new generation of accountants are focused on something better than growing the size of their firm: their goal is to build more value - often at the expense of their size.
Download your FREE copy to learn the real stories of owners who invested in change to emerge from a crisis and how can this accounting practice can help you today.
Why the most attractive segment in the accounting industry may be overlooked by accounting advisors.
We have all experienced an unprecedented crisis. But what if you could help your firm actually emerge stronger in the long run? The truth is, not only can you bounce back, but you can thrive for years to come - if you take this as a wake-up call to reinvent your practice.
The top two thought leaders in the accounting industry weigh in on three challenges most faced in the profession.
RLJ Financial was spending too much time helping get their clients’ expense reports across the line. Learn how Divvy helped them not only only reduce that time but eliminate expense reports altogether for their clients.
Sick of chasing receipts and manually categorizing your clients' credit card spend? Learn how one firm automated the process with Divvy's free software.
Now, it's easier than ever to collaborate with your clients using technology. Doc.It has built a guide on choosing a client portal that fits your needs.
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