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client engagement

This year, ditch the “same old” and be intentional about client experience. Read more

Tax Practice News 1 Comments

Things like new technology and changing client needs are shifting the accounting profession in a lot of ways, Darren Root gives you some tips on how to use this shift to your advantage and gain more clients, not lose them. Read more

People & Business

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

By Jennifer Warawa, Executive Vice President of Partners, Accountants and Alliances at Sage, discusses different ways your firm can provide personalized and engaging client experiences. Read more

Tax & Practice Management

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