March 14, 2016
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.
March 14, 2016
2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
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 ...
March 14, 2016
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 ...
March 14, 2016
2016 CRM Systems – Results CRM
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...
March 14, 2016
2016 CRM Systems — Zoho CRM
Zoho offers a collection of cloud-based office productivity suites that is an alternative to Microsoft Office products, plus offers considerable more, including word processing, spreadsheets, project management, sales, marketing, databases, online ...
March 14, 2016
The People You Meet & The Books You Read
If you look around our profession at the most successful individuals, they all have two things in common: they are well connected and are lifelong readers. The late author and speaker, Charlie “Tremendous” Jones, used to always say ...
March 14, 2016
Deloitte Partnership Focused on Artificial Intelligence in the Workplace
The alliance combines Deloitte's business insights in cognitive technologies with Kira Systems' advances in machine learning in creating models that quickly "read" thousands of complex documents, extracting and structuring textual information for ...
March 14, 2016
Time for a Nap? Most Workers Work While Sleepy, Say It Causes Mistakes
Nearly three-quarters (74 percent) of U.S. workers say they work while tired, with nearly one-third (31 percent) saying they do so very often, according to a new survey by staffing firm Accountemps.
March 11, 2016
What’s Your Firm’s Microsoft Strategy?
We have three primary technology ecosystems to support our computing needs: Microsoft Windows, Apple OS & iOS, and Linux & Android. With SaaS products improving, the operating systems make less difference and future mobile versions of the products ...
March 10, 2016
5 Reasons Accounting Firms Should Have Formal Mentoring Programs
Prior to the recession, young leader training and formal mentoring programs to support recruitment and retention were all the rage. Well, mentoring is more critical than ever, but for different reasons and in slightly different forms.
March 8, 2016
6 HR Must-Knows for Small Businesses in 2016
The first quarter of each year is a great time for small business owners to take stock of their current operations, key HR administrative tasks and more, and determine changes they can make to help lead their companies to success throughout the year.