CRM_Tools

Manually building and managing a client base requires a lot of time and attention, and that’s on top of the in-person interactions required to create and maintain those relationships. If you’re considering different ideas of how you can update your firm’s approach to customer relationship management, here are three ways a CRM can help you deliver better service to your customers.

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Robotic_Processes_Automation

From satellite population mapping to writing poetry, sometimes it seems like there isn’t an industry artificial intelligence (AI) and digital automation haven’t touched. But what do these futuristic technologies look like when applied to specific technical fields, like accounting?

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Accounting and Legal Professionals: What They Can Learn From Each Other

You studied accounting in school because you loved numbers and the best practices make perfect sense to you. But if you’ve worked in the field for long, you know those best practices don’t apply to every business. Here are a few tips accountants can learn from lawyers (and some ways accountants can help them out).

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3 Ways the Cloud Will Improve Your Client Service

With industry experts estimating at least 83% of enterprise workloads will be in the cloud by 2020, it’s no surprise more and more tax and accounting firms are considering a move. But successful independent tax and accounting firms like yours are successful because of their persistence in putting their customers first. So, before you investigate this trend and move your services to the cloud, it’s worth pausing to consider just how this will affect the way you serve your clients.

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How to Make Your Virtual Firm Work: Part 2

A couple weeks ago, we analyzed data from an Accounting Today article that focused on the innerworkings of four virtual firms. We published a blog that discussed the benefits of being completely digital – like increased responsiveness, work/life balance, and the ability to work from anywhere – along with the added challenges virtual firms face, including communicating, fostering a consistent culture, and recruiting the right people. Read on to learn about these insights and the universal characteristics that make virtual firms work.

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