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client support

New role further reinforces company’s commitment to accountants and bookkeepers. Read more

Vendor Corner

Business

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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

Is the competition for great clients fierce in your area? If so, you need to pull out all the stops and wow your prospects so they’ll beg you to take them as clients. Here’s how. Read more

Tax & Practice Management

Nellie Akalp CorpNet FINAL

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How can you assess if working with a client will be an asset or liability for your business? Consider asking the following questions to weed out prospects that won’t be a good fit. Read more

People & Business

Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient. Canopy gives you three reasons client portals are worth implementing. Read more

Tax Practice News

Set up a system that allows you to gain beneficial and constructive client feedback and use it to better your practice. Scott Matthews gives you some helpful ways to get this system in place and allow it to work for you. Read more

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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

price your services

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August Aquila tells you how to price your services fairly and in a way to benefit you and your clients. Read more

Tax & Practice Management

Jetpack Workflow founder David Cristello discusses what may be holding you back from connecting even more with your clients. Read more

People & Business

Laura Redmond, founder of Redmond Accounting, explains the mindset behind building a home on your website to house all of your client services – and why it's time you did. Read more

People & Business 1 Comments

Mona Patel, CEO and founder of Motivate Design, shares insights on why it's important to shake up your routine and think outside the box. Read more

People & Business

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