E-Mail Management

 Five Tips for Improving Email Management

February 26, 2019 

Five Tips for Improving Email Management

8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…

 Five Tips for Improving Email Management

February 26, 2019 

Five Tips for Improving Email Management

8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…

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September 5, 2014 

The Insecurities of Email

Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…

Eric Pulaski

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September 5, 2014 

The Key to E-Mail Marketing for Small Organizations

One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…

Brian Tankersley

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September 5, 2014 

How to Improve Client Communications by Channeling Your Messages

Column: Successful Small Business Consulting From the April/May 2011 issue One of the most important skills consultants must perfect is the way in which we communicate with others. When someone cannot communicate clearly or efficiently, that person loses the respect and trust of clients, coworkers, bosses, and really everyone around them. So since your success...…

Doug Sleeter

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August 1, 2011 

5 Outlook Email Tips to Improve Productivity

If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…

Roman Kepczyk

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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...…

 Xcentric, LLC Ranked Among Top Managed Services Providers

March 10, 2011 

Xcentric, LLC Ranked Among Top Managed Services Providers

ALPHARETTA, GA, March 10, 2011- Xcentric, LLC (www.xcentric.com) was recently ranked among the world’s top 100 managed services providers (MSP) in the fourth-annual MSPmentor 100 (www.mspmentor.net/top-100-msps) survey. This award recognizes Xcentric’s continued growth as a leading MSP to the accounting profession. The MSPmentor 100 survey offers an annual look at the top companies that drive...…

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October 29, 2010 

Treeno Enterprise Document Management

The Treeno Document Management Solution is an easy-to-use yet highly robust system that combines Document Management, Document Imaging, and Workflow Management in one easy to use application. System deployment is instant, integration with existing line of business applications is seamless, and the Treeno system can scale to support as few or as many users as your...…