ImagineShare Client Portal

As accountants, sometimes chasing down a client can feel bit like dealing with an unresponsive teenager, only without ...

Every January, accounting firms and CPAs must deal with a last-minute scramble caused by clients who wait until ...

You may have seen the term “256-bit encryption” floating around, and had no idea what it meant. If ...

This year, Europe’s GDPR regulations sparked sweeping changes in the way companies handle consumers’ private data—not just European ...

For decades, accountants and other professionals who handle sensitive data have relied on email to communicate and collaborate ...

With so much work happening online, accounting firms need to be more vigilant than ever in securing their ...

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