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client engagement

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. 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. more

Tax & Practice Management

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