Latest Articles

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July 2, 2012 

Simplifying Online Document Management for Clients

Document management has come a long way over the past decade, at least for accounting firms. Although professionals often proudly wear their self-proclaimed skepticism of some technology, most firms are actually quite advanced, at least when comparing technology adoption to their small business clients. Unfortunately, in the new practice model and new economy, clients who...…

Isaac M. O'Bannon

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July 1, 2012 

ValueAppeal

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