Tax and Practice Management
Features
Delegating Versus Abdicating, What’s the Difference?
Contributing Author Tim Stokes gives you the difference in delegating and abdicating tasks throughout your firm, and why it makes a world of difference. Read more
Making Stronger Client Connections: Consider a Portal
Exchanging of paper documents can put you & your clients at risk. Consider some of the most common methods of document sharing and the benefits of trading these old methods for a secure file-sharing portal designed specifically for accounting firms. Read more
The Bottom Line: The Basics on eSignatures
The convenience of eSignature means that documents can be signed without printing, scanning or faxing. Just open the document on a PC, tablet, or mobile, review the document, and place your signature. Learn how this technology can improve your firm. Read more
The Paperless Bookkeeping and Accounting Practice
The team at Aero Workflow has put together a great guide to help you take your accounting and bookkeeping business paperless. This guide gives you the key points you need to consider when making your accounting practice paperless. Read more
The Biggest Mistake Made When Hiring
If you’ve been in practice any length of time, then you’ve probably experienced ‘candidate remorse.’ You know - hiring someone who you thought would be a great fit and it turns out, they weren't. How can you avoid this when hiring in your firm? Read more