Is Your Online Cloud Storage Secure Enough?

Is Your Online Cloud Storage Secure Enough?

Having cloud storage is a reality of living and working in an ever more connected world, where we expect to have access to our data anywhere with an internet connection at the drop of a hat. Cloud storage makes it easier for us to travel, to share and most importantly...
Protect Your Client’s Information

Protect Your Client’s Information

As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts number-crunching and with protecting the highly sensitive...
What Clients Are Most Concerned With

What Clients Are Most Concerned With

High-profile data breaches that are reported in the media have put security and privacy more in the public conscious. It’s more likely than not that potential clients will have hesitations and concerns when you ask them to share their personal information with you. As...
How To Introduce Employees To New Tech

How To Introduce Employees To New Tech

New technology solutions can have a positive impact, not just your how you work, but on your office culture. Sometimes new platforms that drastically change your regular processes can intimidate and alienate workers who are used to working in traditional systems and...
Stop Digging Through Piles of Paperwork

Stop Digging Through Piles of Paperwork

Have you ever had to put a client on hold so you could quickly dig through a pile of paperwork stuffed in a filing cabinet, or even worse, in the unsorted mess of the to-do pile? This can be a common occurrence during peak seasons and it can leave a bad impression on...
Create a Client Drawer with Just a W-2

Create a Client Drawer with Just a W-2

Keeping your files tidy and accessible is fundamental to running an efficient office. Even if you’re a veteran at organizing documents, it still takes time to plan out a filing strategy, a process for categorizing files and sorting them into a folder structure....