Client Management

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How to Stop Chasing Clients with Time and Billing Software

How to Stop Chasing Clients with Time and Billing Software for Accountants

Every January, accounting firms and CPAs must deal with a last-minute scramble caused by clients who wait until ...
What is 256-Bit Encryption, and How Can a Secure Client Portal Protect

What is 256-Bit Encryption, and How Can a Secure Client Portal Protect my Firm from Hackers??

You may have seen the term “256-bit encryption” floating around, and had no idea what it meant. If ...
Top 5 Reasons Why a Secure Client Portal is Better Than Email

Top 5 Reasons Why a Secure Client Portal is Better Than Email

For decades, accountants and other professionals who handle sensitive data have relied on email to communicate and collaborate ...
How Effective Client Relationship Management Helps Grow Your Firm

How Effective Client Relationship Management Helps Grow Your Firm

Client Relationship Management – What it Means to Your Firm Should you consider switching from using a list ...