client engagement

June 5 @ 12 ET: If you’re thinking about improving your website, SEO, client newsletter, and/or social media (or worse if they are non-existent), then you’ll want to check out this session with Sandi Leyva of Accelerator Websites. Read more

Educational Webinars

We might need to occasionally slow down and ask ourselves whether we are working on the most profitable things we could for our business. Are we constantly fighting fires, dealing with urgent but not important client matters and neglecting growth? Read more

Tax & Practice Management

APPS Directory Spotlight - Practice Ignition

Smart accountants and bookkeeping firms use Practice Ignition to sign more clients, improve cash flow, streamline client onboarding and forecast their company's success. Read more

Apr 25, 2019 12:21 PM From The Publisher



Referral programs are often used to attract new clients with the help of the existing ones. To make sure you are getting the quality referrals from your current clients that you want, there are a few strategies you can implement. Read more

Tax & Practice Management

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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