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Technological innovations in artificial intelligence (AI) are rapidly redefining how many industries operate. With the release of platforms like DALL-E,…


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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Outdated routers: Why every remote worker should update or upgrade

February 15, 2021

Is your router sitting on the shelf blinking away like a ticking timebomb? We often allow our routers to collect dust without touching them for years, other than to restart them occasionally. Routers are devices that route information between all the internet-connected devices in your home and the internet. As such, they are essential for remote workers to stay connected to business apps. When everything is working smoothly, it’s an easy device to forget about; but having an older router can cause a handful of problems…

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5 Ways to Increase the Value of Your CPA Firm Using Technology

January 29, 2021

Every CPA firm is different, which is why it’s impossible to give one simple answer to the common question — “How can I increase the overall value of my firm?” Before looking for an answer it’s important to identify the value drivers for your firm. Of the many ways to drive the overall value of your firm, we will be discussing five along with the tools that can help. Those five areas are: are productivity, employee engagement, remote work flexibility,…

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How CPA Firms can use to Streamline Workflows and Increase Team Communication and Collaboration

January 13, 2021

With team members working in a more fluid work environment in and out of the office, keeping track of where everything is at and who is doing what becomes increasingly critical-and difficult. The old system of piles and folders simply won’t cut it anymore.  There’s a new breed of collaboration platform available for firms to increase collaboration and automate…

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SharePoint: Why Your Firm Should Make the Switch

September 28, 2020

Out with your file server and in with SharePoint If your firm is currently using a file server, one can easily assume that it has been a cause of headaches in the past or is an even bigger headache currently. Old file servers are bulky, inefficient, and they require continuous maintenance. Luckily, the replacement for your file server is already at your fingertips, assuming that your firm has an active Microsoft 365 subscription.   Included…

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