Firm Management
CRM Utilities
While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.
Feb. 19, 2020
![Crm_Word_Cloud_1_.54ef3f3f420d8_1_.5e385feb40e0e[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/02/Crm_Word_Cloud_1_.54ef3f3f420d8_1_.5e385feb40e0e_1_.5e387f2154523.png)