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Insights For Firm Founders

Insightful tips to take your firm to the next level

New Features

New Features (1/25/21)

New Features (1/25/21) We made two new updates so it is easier to use time tracking and identify dependent tasks in your task view. Time tracked is now displayed as hours and minutes We converted all time shown in the reports from decimals to hours and minutes. We added this

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Productivity

How to Transition Into A Paperless Practice

Going paperless has become the norm over the last few years, thanks to the digital business climate. Although paper still has its uses, it’s proven to be an expensive resource that takes up both time and storage space.

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New Features

Detailed Time Reports

Now you can get more insights into where your firm is spending its time by drilling down into your time tracking reports.

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workplace collaboration
Productivity

3 Trends in Modern Workplace Collaboration

3 Trends in Modern Workplace Collaboration The workplace has long evolved from having rigid and inflexible structures and traditions. Business casual was introduced in the 90s, and now we have workplaces where it’s okay to be in jeans and a t-shirt. No longer are offices strictly led by a manager

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New Features

New Features 1/12/21

Assign hourly rate to staff, client tasks on templates, ability to remove tags from workflow view

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Insights

The Accounting Industry in 2021 – What to Expect

The Accounting Industry in 2021 – What to Expect It is always helpful to look into your industry’s projected trends to do well in the new year. Trend analysis can help business owners identify areas in their operation that they can further improve. It enables them to see which elements

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Insights

How to Make Your Accounting Firm More Profitable in 2021

How to Make Your Accounting Firm More Profitable in 2021 Every job comes with its challenges, but being a CPA is especially difficult. Between the deadlines to be met, client mergers to sort out, and audits to complete, you still have to make sure you avoid error, lest an unhappy

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