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...
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...
Get Client Approvals Faster

Get Client Approvals Faster

If you’re trying to speed up your business processes to grow your firm overall by taking on more clients and reach other goals, one process you may consider looking into improving is getting approvals from current clients. Like any good firm, you require client...
Document Management for Home Businesses

Document Management for Home Businesses

Running a home business means wearing multiple hats. You’re the CEO, you’re the bookkeeper, you’re the legal department and if you have any employees, you’re HR. These responsibilities are on a much smaller scale than larger businesses, but they’re still important...