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Practice Management
Technology for Growth: K&A Mobile Tax Services
Gary DeHart interviews Kesha Norman-Young, Co-Founder of K&A Mobile Tax Services, to learn a little more about their firm, their growth and the tech stack enabling the firm to grow and meet the growing security demands on today’s tax preparers. Read more
6 Proactive Technology Tips for Advisors in 2021
If companies were hesitant to embrace technology in the past, 2020 showed just how vital keeping up with advancements is to their business. Follow these six tips to be proactive in 2021 and keep your business ahead of the game. Read more
On-Demand Webinars: Making the Jump From Brick & Mortar to Remote, Key Changes in Cloud Security, Client Advisory Trends & Your Firm's Tech Roadmap for 2021
We've collected a few popular IA webinars from the first few months of 2021 and made them available on-demand: Making the Jump from Brick & Mortar to Remote, Key Changes in Cloud Security, Client Advisory Trends + Your Firm's Tech Roadmap for 2021. Read more
