E-signature has reduced the time it takes accounting professionals to collect client signatures by cutting through the innate challenges associated with wet signatures. Accounting professionals who request signatures manually spend…
January 8, 2024
Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your accounting firm.
January 8, 2024
Accounting firms need a CRM to increase productivity and efficiency. And not just any accounting CRM, but one with a client portal. Here’s why.
January 5, 2024
If the idea of scaling your firm with the use of technology resonates with you (we bet it does), this article covers practical tips on how to successfully implement accounting…
December 22, 2023
The accounting industry has always benefited from advances in technology. From calculators to spreadsheets, every wave of innovation has helped accountants enhance their abilities and improve efficiency. AI and automation…
December 5, 2023
In this article, we dive deeper into ways you can leverage the Financial Cents and Zapier integration for your accounting client onboarding. The client onboarding process should be designed to…
December 5, 2023
If your current accounting workflow processes are manual, your firm is disadvantaged. Here are 6 reasons to implement accounting workflow automation.
December 4, 2023
Accounting technologies have advanced beyond spreadsheets, but accountants still use Excel for workflow management—besides their actual accounting and bookkeeping work. In this article, we look at the scenarios in which…
October 30, 2023
Starting a firm is a joyous moment for many accounting professionals. The thrill of landing clients, generating revenue, and scaling the business is second to none. But this joy is…
October 19, 2023
Accounting automation, also known as automated accounting, offers a comprehensive solution for firms looking to improve their internal process and focus on solving higher-level client problems. We cover how to…
October 3, 2023
Adding a tool like Zapier to your already existing tech stack, you can go beyond automating individual tasks in separate accounting tools to automating entire processes by connecting the various…
August 25, 2023
Time is money in accounting. When tedious manual administrative work starts eating into your billable hours, you know that something has to change if you want to have a profitable…
July 27, 2023
