March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.
February 26, 2019
All-In-One Practice Management Software for Professional Services firms, including integrated Accounting, Time Billing, Expense Tracking and Project Management.
February 26, 2019
ImagineTime Finish-Line/Due Date offers a due date monitoring and task management product that can be purchased as a separate practice management module within their time and billing suite or a stand-alone product. Finish-line tracks important client and firm deadlines and can also manage the specific steps necessary to complete a main task. This scheduling program...…
April 23, 2016
If you run a bookkeeping or CPA practice, CFO Sidekick can be a great addition to your business. All industry headlines these days say that in order to remain competitive in the marketplace, accountants and CPAs must start offering value added services.
April 14, 2016
CenterPoint Accounting Software is solid financial accounting software with strong customization capabilities and reporting options. Better Data, Better Decisions. CenterPoint Accounting Software is a real-time accounting software application that allows businesses to track important information, so they can easily see which areas of the business are thriving, and which areas need improvement. CenterPoint Accounting...…
November 16, 2015
Ready to set the new pace for business? Accelerate information flow and level up your productivity. Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of every office hour.DocuWare increases the velocity of your department or...…
May 15, 2015
Like any business, nonprofits need to monitor expenses, create a viable income stream, pay bills, and invoice and collect on past due monies. But unlike a regular business, a nonprofit also needs to manage multiple programs, track and maintain ...
April 28, 2015
The small business mentoring organization SCORE has gathered statistics that report on which sources are providing small businesses with the best business-to-business (B2B) sales leads and what percentage of leads convert to each stage of the sales funnel
April 12, 2015
Technology is at the core of professional accounting firms, and for more than 25 years, this publication has covered the evolution of not on the technology, but also the dramatic changes in workflow processes and productivity.
March 13, 2015
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
March 13, 2015
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
March 13, 2015
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity