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documents

The most effortless feature that is often overlooked of Xero is in Xero HQ - Ask. Ask is exactly what it sounds like. It is a tool to ask clients questions and collect data AND documents. Read more

General Ledger

Insightful Accountant is in the process of performing a comparative analysis of Apps in the QuickBooks Ecosystem. Our first comparison will cover 'data capture engines' that automate acquisition and integration of accounting data. Want to participate Read more

Vendor Corner 1 Comments

Laura Redmond shares the secrets to building your workflow on a solid foundation. It's all about the source documents. Read more

Blogs

The Bookkeeper's Guide to the Virtual Galaxy

SmartVault has released a new eBook, 'The Bookkeeper's Guide to the Virtual Galaxy,' which provides tips for building a virtual tech stack, helps explore the benefits of going virtual, and shows how to design your optimal workflow. Read more

Feb 15, 2017 2:38 PM From The Publisher

BDO USA's BDODrive provides clients with a real-time view of their business’ performance accessible anytime, anywhere on their laptop, tablet or phone. Read more

Vendor Corner

Online document management and secure client portal solutions provider SmartVault has partnered with e-signature provider RightSignature to offer a secure, easy-to-use solution for signing documents online. Read more

Vendor Corner

Kevin Anderson, director of business development at Lucion Technologies, dishes on the lost art of scanning and why you need to start again – now. Read more

Vendor Corner

MetaJure believes that technology should work for you, not create more work. MetaJure Smart DMS respects the system you have in place.and automatically finds and catalogs all documents in all of the programs you use, Read more

Vendor Corner

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