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A Better Way to Onboard New Clients

Firm Management June 22, 2026 

A Better Way to Onboard New Clients

Stop chasing client information. Download free intake templates from 8am™ CPACharge to reduce onboarding delays, cut administrative back-and-forth, and move engagements forward faster.

Featured Articles

 Seven Habits of Highly Successful Firms

October 26, 2011 

Seven Habits of Highly Successful Firms

In recent years, the accounting profession has undergone tremendous change in the way practitioners run their businesses thanks to the accelerated pace of technology adoption. Is your firm among the first to adopt new technology? Do you regard technology strategy as a competitive advantage? A recent study conducted by Bay Street Group, LLC compares distinguishing…