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Insights For Firm Founders

Insightful tips to take your firm to the next level

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What Does “Bank Level” Security Mean?

While “bank-level security” does serve a purpose, keep in mind that it isn’t the most secure solution in the market.
However, they aren’t entirely protected as most of these solutions are generally set for marketing purposes.

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accounting workflow software
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Easily manage your staff’s workload (New Feature)

Easily manage your staff’s workload     We just made an update to your workflow overview that makes it easier for you to manage your staff’s workload! Now when you filter your view to see the work for a specific staff member or client the overview boxes will update to

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5 Reasons Why Your Business Should Use Accounting Software

5 Reasons Why Your Business Should Use Accounting Software   The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no tools to ease the completion of tasks and the collaboration of the different parties that

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New Feature: Customize Your Task View

Customize Your Task View Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list or board format so you can manage your tasks the way your team prefers it! 

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Price Increase Strategies
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Price Increase Letter for Accountants & Bookkeepers

Price Increase Letter For Accountants & Bookkeepers Successfully increase your pricing without getting pushback from your clients with our price increase letter 5 Things a Price Increase Letter for Accountants Will Help You Do   1 – Express appreciation to the client  It’s always important to express your appreciation for

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Bookkeeping workflow
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New feature: Ability to put tasks on hold

New feature: Ability to put tasks on hold We just released a new feature that will allow you to keep track of which tasks you are waiting on something outside of your control to complete it.

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Bookkeeping workflow
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New Feature: Progress Bars

Progress Bars for Projects We just released a new feature that will allow you to track your client work more efficiently so you always hit your accounting & bookkeeping deadlines.

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