Firm Management
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How Auditors Are Currently Using Generative AI
PwC and Withum Share Lead For Most IPO Audit Clients in Q2
Pennsylvania High Court to Consider Case on Pittsburgh’s ‘Jock Tax’
Job Market For Gen Z College Graduates Actually Isn’t Too Bad
What’s Up with Paper?
Paper is inefficient and doesn’t easily scale. It is a pain to store, retrieve and share. And yet companies and accountants of all sizes are dependent on it to manage their businesses.
4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.
A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.
Improving Document Management: What Your Firm Can Do
At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.
![cinebob-8301_10911557](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/10675/cinebob-8301_10911557.png)
A Picture Perfect Duo: Florida CPA Helps Grow Freelance Camera Rental Company
Imagine running a business out of your home for more than 25 years when a divorce forces you to move offices and reevaluate your business strategy.
![remote-worker1_10911628](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/30019/remote-worker1_10911628.png)
Work is What You Do, Not Where You Go!
Whether we like it or not, cloud and mobile technologies are catapulting us toward an anytime/anywhere work environment. No longer are we bound by the four walls we call “the office” to check things off our to-do list. This shift of work being completely about what you do, and not about where you do it is a significant one.
2013 Review of Treeno Document Management System
Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for […]
2013 Review of Thomson Reuters GoFileRoom
Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with […]
2013 Review of NetDocuments
NetDocuments(866) 638-3627 / (866) NET-DOCSwww.NetDocuments.com From the May 2013 review of Document Management systems. Best Firm Fit Firms whose practice includes a legal practice or financial services, which are core markets for NetDocuments , or firms who require SEC, FINRA compliance or Write Once Read Many (WORM) storage and two-factor authentication for extra security Organizations […]