Whitepaper

Whitepaper: When small firms automate, they improve client service, make internal operations more efficient and solve staffing problems.

The great resignation has made hiring employees challenging. But the challenge doesn’t end when an employee starts with a firm.

Security is a problem that keeps firm owners and managers awake and night, and it should. But there are steps firms can take to make themselves as secure as possible and minimize the threat of a devastating cyberattack. This eBook walks through five of them. In it, learn: The warnings signs of a cyber attack […]

Ransomware attacks happen once every 5.5 minutes.

Competition is fierce in the accounting industry, with compliance services becoming commoditized and online alternatives siphoning off clients. Firms need to differentiate themselves, and the best way to do that is to provide superior client service. Read this eBook to discover: Why the accounting industry has become so competitive How mastering client service enables firms […]

It’s no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place. Read this white paper to understand the evolution of collaboration in audit and tax engagements, discuss […]

As employees embrace a new, flexible way of working, cyber security concerns continue to rise across the globe. Since the start of COVID-19, the FBI reported a 300% increase in cybercrime.

Running a successful accounting firm is like playing a game of chess. You need to start with the end in mind and plot every move thinking many steps ahead.

Now is a great time to invest, but how can business and firm owners acquire and implement the right technology without breaking the bank or burdening their staffs? In this eBook, Gene Marks, CPA and noted small-business expert, shares 5 “imperatives” every business owner must consider when looking for new technology. Read it to discover: […]

You need to keep your firm moving forward by offering new services to clients and keeping employees happy and productive. But when servers need maintenance, software needs updating and security issues become scary, dealing with IT issues can take precious time away from running your business. In this eBook, learn about outsourced IT and what […]

As an accountant, you know your merchant clients need reliable payment processing. But did you know you can supply them with solutions that make your job easier, make you more integral to their success, and also provide recurring revenue for you? Learn how to make your relationship with your merchant clients more “sticky” and more […]

Too many accounting firms fail to take internal processes into account when using technology, focusing only on clients—and failing on both fronts.

Remote work is tough for any professional to manage by themselves—but when you’re a CPA, and dealing with financial data, there are legal repercussions for not getting it right. That’s where this eBook comes in.

Accounting firms were already evolving before recent events. If anything, these events only pushed things into warp drive.

A new survey demonstrates how accounting firms changed the way they operated during the tumult of 2020—and reveals which of those changes are likely to be permanent. How does your firm stack up? Find out.

How well did your firm's technology support team members during the COVID-19 pandemic?