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TIPS & TRICKS: USING THE PRACTICE MANAGEMENT SOFTWARE – SEARCHING THE ACTIVITY LIST

TRANSCRIPT The activity list in Practice Management 2012 is an incredibly powerful tool that allows users to see a concise list of all tasks, due dates, alerts and appointments quickly...

WHY IS A CLIENT PORTAL IMPORTANT TO THE FIRM OF THE FUTURE?

What an exciting time to be a business owner...

BEYOND BLOGGING: REAL MARKETING FOR ACCOUNTANTS

Blog, blog…...

OFFICE TOOLS PROFESSIONAL: PRACTICE MANAGEMENT RESOURCES – MATT HOLDSWORTH ON CLOUD COMPUTING

TRANSCRIPT So here you have Office Tools Pro...

HOW CRM SOFTWARE IMPROVES YOUR CUSTOMER’S RELATIONSHIP WITH YOUR STAFF

I keep hearing that accounting firms are beginning to warm up toCRM software...

CAN FIRMS RUN EFFECTIVELY WITHOUT DIGITAL WORKFLOW?

Dry erase boards, sticky notes, note pads and Excel spread sheets...

WHY CREATE BEAUTIFULLY DESIGNED SOFTWARE?

With all the technology tools available today you would think that software developers would begin to create improved GUI (Graphical User Interface pronounced “gooey”)...

ARE WE FREE-FALLING?

When I began my consulting career with accounting firms in the early 1990’s, I was shocked at how many programs each firm used...

INTEGRATED PROCESSES IN SMALL FIRMS

One of the challenges associated withimplementing software for small accounting firmsis finding solutions which meet the needs of the organization...

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