March 13, 2015
2015 Review of CRM Systems for Accounting Firms
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.
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
June 6, 2011
6 Steps to Developing an Effective Client Portal Strategy
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
May 11, 2011
BizAutomation.com
Run your Entire Business on One Integrated System Cloud based. On-demand access dramatically lowers maintenance and license fees. Everything from CRM, Acccounting, E-Commerce, Dashboards, Projects, and Portals for $49.95 per user per month. Sales (SFA), Activity Mgt, & Business Process Automation (BPA), Item based Support, & Marketing (Campaign Mgt, Drip Campaigns, & E-mail broadcasting). Access...…
February 9, 2011
FreshBooks Launches Add-on Store with Peachtree Connector
New store creates market for partner applications, demonstrates next step in SaaS business model
December 13, 2010
BalaBoss Client Navigator
Practice management tool for professional accountants. The fully-integrated time & billing is feature-rich and easy to use. Rapid, mouse-free time entry, timer, flexible invoicing & statements, wide-ranging reports that can be customized, project tracking, due date monitoring, simple secure administration. Remote T&E Entries.
November 17, 2010
Avercast Business Forecasting
In order to forecast demand accurately, you must have a proven methodology in place. (ABF) Avercast® Business Forecasting software provides you with the technology you need to feel confident about forecasting future product demand. Our demand planning technologies have consistently helped businesses plan the right inventory, in the right place, at the right time. Having...…
November 9, 2010
CCH Offers New Ways to Help Accounting Firms Build Their Client Service Strategy
Technology-enabled Solutions Enhance Communication, Collaboration, Self-Service
October 26, 2010
Skybot Scheduler Provides Job Scheduling Across Windows, UNIX, and Linux Servers
Skybot Software, a Help/Systems, LLC company, announces the release of Skybot Scheduler, a Web-based enterprise job scheduler and work load automation solution for Windows, UNIX (Solaris, AIX, HP-UX), and Linux servers. Skybot Scheduler allows users to automate job scheduling and event monitoring on their Windows, UNIX, and Linux servers. Users can monitor their servers for...…
October 4, 2010
Actions Speak Louder Than Words: 3 Steps to Help You Build Your Brand
Column: Business in Practice
October 4, 2010
Putting Together a Marketing Budget That Sticks: 4 Tips to Get You Started
Column: MarketingWorks
October 4, 2010
6 Marketing Technologies to Help You Reach the Next Level
Column: Technology IN Practice