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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 ...
Accounting Firms Start Preparing for the California Consumer Privacy Act

Accounting Firms: Start Preparing for the California Consumer Privacy Act with Secure Client Portal Software

This year, Europe’s GDPR regulations sparked sweeping changes in the way companies handle consumers’ private data—not just European ...
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 ...
Top Consequences of a Security Breach Client Portal for Accountants

Top Consequences of a Security Breach | Client Portal for Accountants

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