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August 2019 Webinar: Pro Tips for Better Practice Management
Click to Download the Slide Deck from Our August 1st, 2019 Webinar
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 with clients. Now, however, most firms have realized how dangerous and hazardous this unsecure method of communication can be. Not only do client portals provide a more secure way to handle sensitive data, they also have a…
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 clients’ data. According to the KPMG 2022 Fraud Outlook, 83% of companies in the Americas were impacted by a cyber attack in the last 12 months. More alarmingly, the same report found that 55% of businesses suffered…
Practice Management Tips: Why Using Spreadsheets Puts Your Firm at Risk
For decades, accountants and CPAs have relied on digital spreadsheets like Microsoft Excel to manage their workflows. At first glance, a spreadsheet seems like a good solution: it’s free, it’s convenient, and it’s included in almost all major productivity suites. However, there are many advantages that spreadsheet programs just don’t provide to modern firms. In…
4 Easy Steps to Improve Your Time and Billing Process
If you work at a small accounting firm or law practice, the time billing process can be one of the most stressful parts of the job. Filling out invoices is tedious and time-consuming, and even after sending them out, there’s no guarantee of on-time payment. That’s why it’s important for small businesses to have an…
Malartu and Mango Partner to Deliver Practice Management and Analytics for Accounting Firms
The partnership provides a comprehensive advisory solution for accountants, combining Mango’s practice management solution with Malartu’s data analytics platform to future-proof the modern accountant. Click here to read the full press release on BusinessWire.com.
5 Key Practice Management Tips for Accountants
Being constantly busy is usually a good thing. But sometimes, the fast-paced lifestyle accountants lead gets too hectic, making it tough to deliver quality work on a deadline. Here are some practice management tips that can help your practice run more smoothly, so that you and your staff members can meet your goals while having…
How Due Date Monitoring Software for Accountants Helps Your Firm
Due Date Monitoring – The Basics Many years ago, I worked for a small local firm that prepared several hundred 1040’s during the tax season. During the 1980’s we did not have the benefit of due date monitoring software. Spreadsheet software was just coming into its own with Lotus 123© having most of the market…
CPAs: Overcome These Common Practice Management Pitfalls
Software Solutions for Common Practice Management Pitfalls After managing two CPA firms for a period of 25 years, in 1999, I changed careers and became a developer of practice management software for the CPA industry. After consulting with thousands of CPA and accounting industry clients, I would like to document some of the most common…
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