Articles

Insightful strategies and tactics to grow your firm

Browse the categories or topics below to find what you are looking for.

Article
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.

January 26, 2021

Article
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…

January 23, 2021

Article
Managing Your Firm’s Flow: The Key to Working Less and Earning More

Funds serve as fuel for businesses. Without the right amount of cash, a business will not come to life or even exist. Companies need to…

January 20, 2021

Article
New Feature: 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.

January 20, 2021

Article
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…

January 15, 2021

Article
The Dos and Don’ts of Engagement Letters – Our Guide (And 2 Mistakes To Avoid)

Engagement letters are often thought to be a tedious and time-consuming task, but ultimately it is what will help set your client's expectations for work…

January 14, 2021

Article
New Features (1/12/21)

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

January 13, 2021

Article
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…

January 9, 2021

Article
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…

January 6, 2021

Article
New Features (1/4/21)

Manual time tracking & Show Who's Next Filter

January 3, 2021

Article
3 Signs That It’s Time to Switch to A New Practice Management Software

Some people don't like migrating platforms because it means relearning systems or transferring large amounts of data. Sometimes, it also means a longer ramp-up time…

December 30, 2020

Article
New Features (12/26/20)

New features include: Global Timer, Duplicate Tasks, Assign a project to a client group

December 27, 2020

Showing 313 to 324 of 382 results