5 Communication Tips for CPAs in the Digital Age
Keep clients by tailoring their services to each individual's needs and concentrating on the most crucial tasks, such as increasing their company's revenue.
Client communications
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...