5 Ways Your Firm Can Benefit From Document Automation

When you’re in over your head with work, anything that frees up time is a lifesaver. Enter, HotDocs Advance. This powerful document automation technology helps you efficiently generate documents and increase productivity while mitigating risk. Why switch to document automation? There aren’t enough hours in the day for you to provide excellent client service and offer back-office support. Letting HotDocs help manage the load gives you more time to focus on your clients.

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How to Maintain a Client-Focused Inbox

If emails aren’t the first thing you wake up to and the last thing you look at before going to sleep, they’re certainly the first thing you check when you get into the office. Indeed, you’re so inundated with emails it’s practically another job to keep up with them all. You prioritize the ones from clients and the ones with immediate to-do’s, but it’s still hard to identify the emails that require action and the ones that don’t. Sound familiar? A cumbersome email process such as the one we just described makes it easy to miss things and drop the ball on tasks.

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How to Gain a Competitive Advantage with CRM

Today’s technology has created new ways for people to discover your firm, but it’s also made it easier for them to find your competition. How does your firm stand out from the rest? What differentiators do prospects clue into that turn them into clients? You have to take every advantage you can get. In this day and age, a Customer Relationship Management (CRM) system is a no-brainer for any modern firm.

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Four Busy Season Morale Boosters to Motivate Your Staff

Whether you live for it or dread it, tax season is upon us yet again, and it’ll soon be time to baton down the hatches and prepare for the long haul. But the added workload and long hours often cause spikes in stress and anxiety that can be productivity killers at the worst possible time—not just for you, but your staff as well.

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If you’re wondering how you can show appreciation without blowing your budget, here are eight holiday gift ideas that will delight your team.

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