Firm Management
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It’s Time for A Small Business “Tech Makeover”
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
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2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
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2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
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2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...
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2016 CRM Systems – Results CRM
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...
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2016 CRM Systems — Zoho CRM
Zoho offers a collection of cloud-based office productivity suites that is an alternative to Microsoft Office products, plus offers considerable more, including word processing, spreadsheets, project management, sales, marketing, databases, online ...
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The People You Meet & The Books You Read
If you look around our profession at the most successful individuals, they all have two things in common: they are well connected and are lifelong readers. The late author and speaker, Charlie “Tremendous” Jones, used to always say ...