Questions You Should Ask Your IT Solution Provider

Questions You Should Ask Your IT Consultant

Information technology has become more strategic than ever to accounting firms and their clients, and the effectiveness of your technology tools today is literally the difference between freedom, control and flexibility. If your technology works, you have the freedom to spend more time helping your clients achieve their goals, and if it doesn’t work, you are a prisoner of your IT team or provider, trying to help your team complete the basic client work so you can keep it afloat.

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ROI of Moving to the Cloud, Considerations for CPA Firms

ROI of Moving to the Cloud

Accounting firms, like their clients and businesses of all kinds, are constantly searching for ways to work smarter, requiring fewer resources to create more value for their firms and, at the same time, for their clients. While their accounting staff demands more options for working anytime, anywhere, on any device, IT staff is increasingly seeking to standardize and secure the environment in which they work. How can today’s firms meet these competing demands?

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How the Cloud Can Keep Law Firm Data Safer

How the Cloud can keep Law Firm Data Safer

Cloud computing has been around for years, and is more prevalent than most people realize. But according to a recent survey from the ALM, law firms have been reluctant to completely jump on board. In this White Paper, learn about the legal considerations around using the cloud, and the benefits a move to the cloud can bring.

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6 Secrets to Practice Management Success

6 Secrets

Practice Management has come a long way in the last decade. With an ever-increasing number of software applications coming on the market promising to take you to administrative nirvana, the pressure has never been greater to take the plunge. This whitepaper takes a look at six facets of firm activity that can greatly benefit from some practice management best practices and recommendations.

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The 7 Biggest Challenges CPA Firms Face

7 Biggest Challenges

Whether you’re a small business owner yourself, or have wound up running a small business within a larger one, winning, completing and delivering projects involves a range of issues that must be addressed. Learn how to overcome the 7 biggest challenges CPA Firms face, in this whitepaper.

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Anatomy of a Ransomware Attack

Anatomy of a Ransomware Attack

Law firms and legal departments are ripe targets for ransomware attacks because of the confidential information they deal with on a daily basis. Yet only 8.4% of attorneys in a recent survey named cybersecurity risks as a top concern. In this white paper, learn what happens in ransomware attacks, why your firm is a prime target, and what preventative solutions you can put in place to protect your clients and your business.

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Which cloud is the right cloud for you?

Which cloud is the right cloud for you?

The cloud has obtained a magical, genie-like reputation for solving all of our business problems.  Unfortunately, three wishes are not enough. Learn about the different kinds of cloud and see which might be the best fit for your business.

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The Heart of the Matter: How to Foster True Client Engagement

Client Engagement with Results

Everyone is talking about engagement these days. It’s no longer enough to simply connect with clients. The real goal is to create a meaningful dialogue that leads to a meaningful connection. Engagement is not an artificial additive that can be poured on at the last minute, rather it is an experience that requires nurturing at each stage of a relationship.

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Why Accounting Firms Are a Prime Target for Ransomware Hacks

Ransomware Targets Accounting Firms

Cybercrime is growing in both frequency and size, with 2017 predicted to be the worst year to date. Despite the risks, there are several steps firms can take to protect themselves. In this white paper, we look at recent major ransomware attacks of Netflix, WannaCry, and Ashley Madison, and learn how you can to protect your practice and your clients.

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Using Law Firm Technology Platforms to Prompt Referrals

The most successful law firms are 75-90% referral-based; and, this is the closest most lawyers will ever come to acquiring passive income. This all begs the question: What are the best ways to go about building referral networks?

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