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Effectively managing remote employees requires intuitive software that promotes productivity, simplifies workflows, and enhances collaboration among every team member.  More…

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How to Off-board Employees Securely and Effectively

August 17, 2021

In a perfect world, we’d all hold onto stellar employees forever. Firms would flourish, revenue would double, and client satisfaction would skyrocket. Unfortunately, the reality is that one in every six CPA firms experiences annual turnover of 20% or greater. As a result, it’s crucial to establish an efficient offboarding process in your firm to ensure a smooth, secure exit for previous employees.   Here are…

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Why Your Firm Should Take Advantage of E-Signature Solutions

August 10, 2021

There are all sorts of challenges when it comes to running a successful CPA firm. A company often must think about meeting its revenue targets, staying ahead of the competition, or figuring out the best way to scale operations once its products or services start gaining momentum in the market. Countless accounting firms use a…

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How to Protect Your Firm Against Ransomware Attacks

June 30, 2021

This past April, Apple fell victim to a $50 million ransomware attack, just months after news of similar attacks rippling across public utilities and governmental organizations made headlines. A month later, ransomware hackers forced a major U.S. oil pipeline to halt operations. Alarmingly, these extortions aren’t isolated incidents. The first half of 2021 saw a…

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Remote Work is a Competitive Advantage and Here to Stay – Is Your Firm Ready?

June 24, 2021

As people hunkered down at home last year at the pandemic’s onset, it was widely feared that in-person work and collaboration might be lost forever. One year later, as the collective workforce heads back into the office, it’s clear that in-person work is in no danger of being lost. But even still, the age of…

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The Top 5 Technology Projects Your Firm Should Be Working On This Summer

June 17, 2021

You’ve survived another busy season — congratulations on seeing it through to summer! While it’s definitely time for some much-needed relaxation, the summer is also a fantastic season to start on tech initiatives that have fallen by the wayside this year. Between heightened security threats and the transition to post-pandemic work life, you’ll want to…

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3 Reasons Why Your Firm Should Be Using Microsoft Teams

May 20, 2021

In the never-ending quest for workplace efficiency, it’s easy to get lost in the various productivity apps that promise simpler workflows and better business outcomes. But trying to consolidate your meeting notes, team documents and emails across all those different apps? It feels like trying to herd cats.  Enter Microsoft Teams: your centralized hub for team…

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