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...
How Safe Is Your Data in the Cloud?

How Safe Is Your Data in the Cloud?

Cloud storage has made its way into nearly every aspect of the internet. It’s rare to work with any company that isn’t using some form of cloud storage, whether it’s for simple file-sharing or long-term document storage. As businesses grow, as does their workload of...
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...