March 13, 2015
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
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Tags: Firm Management
Staffing June 16, 2026
Gen Z workers (55%), as well as those who work in healthcare (56%) and technology (49%), are the most likely to explore new opportunities.
Marketing June 16, 2026
Many accounting firms are still doing marketing activities that made sense ten years ago but deliver very little value today.
Firm Management June 16, 2026
It exploits a legitimate feature of Microsoft 365, requires no fake website, and works precisely because it uses Microsoft's own infrastructure.
Payroll June 16, 2026
Paid parental leave is pro-family, pro-work, pro-life. Policy doesn't get much better.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.