HR Firms: Working With Multiple HR Clients, The Easy Way

HR Firms: Working With Multiple HR Clients, The Easy Way

For HR outsourcing firms, you’re going to have a much larger volume of documents than the average HR department. So much so that organization and separation of your client’s files can be a challenge depending on how big you are. But whether you’re a single HR...
Hitting the Road with Document Management

Hitting the Road with Document Management

Your job certainly takes you places. Whether it’s a quick road trip for a conference or a cross-country plane ride to meet a new client face-to-face, your work needs to be as mobile as you are. That work includes important documents essential to getting deals done,...
Share and Sign Documents

Share and Sign Documents

So many signatures, so little time. Plenty of businesses can’t proceed with certain projects or even day-to-day tasks without someone’s signature of approval. Getting signatures can be a time-consuming process that can take up the better part of a day. This is...
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 Did You Spend Your Tax Season Working On?

What Did You Spend Your Tax Season Working On?

Any CPA will tell you that the typical workday is completely different during tax season compared to the rest of the year. Long hours and work on the weekend are inevitable. It’s a time to pause continuing education and get down to the nitty-gritty. The time between...