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
Financial Reporting August 18, 2026
Treating technology adoption as an IT project is the biggest mistake a firm can make right now. It's a business-model decision.
CAS August 18, 2026
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Firm Management August 17, 2026
SoftwareClarity is an online platform to help accounting firm leaders confidently navigate the increasingly complex software marketplace.
Firm Management August 17, 2026
For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.
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.