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April 17, 2017

Don’t Forget the Post Tax Season Postmortem!

With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider the high and lows of tax season, and come to some conclusions about what they need to do to make it better the next time around. A tax season postmortem […]

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April 12, 2017

Mobile Document Management – Trends and Recommendations

Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like Amazon® same-day delivery, Apple Pay™ and Uber, there is no question that today’s consumers are constantly connected, community-oriented, and design-conscious—not to mention impatient. Not only do these consumer behaviors describe […]

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March 1, 2017

Client Satisfaction Depends on the Basics

Improving client satisfaction is a key goal for many CPA firms. However, what firms think clients want and what clients actually want sometimes diverge. A recent whitepaper titled “Game Plan for the Future: Are You and Your Clients in Sync?” looked at survey responses from firms and clients. The conclusions drawn can help firms ensure […]

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November 25, 2016

Three document management trends you can’t ignore

Document management systems are no longer considered “new” technology in a tax and accounting firm. However, the issues and concerns surrounding this type of software continue to evolve. Whether your firm is just now starting to look at formal document management systems, or if you’ve been using one for years, you need to be aware […]

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September 19, 2016

Security Issues for Mobile Devices

Note: This year’s CCH Connections: User Conference 2016 features 75 sessions in 7 different tracks. With so much great content, it can be hard to choose which sessions you want to attend. That’s why we’ve invited several presenters to preview some of their ideas in a series of guest posts. This post is by Les […]

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August 1, 2016

The 4 Rules of Mobile Document Management for CPA Firms

When it comes to mobile document management, CPA firms’ needs are evolving. Previously, it was enough to provide basic client data while on-the-go. You could view files, publish files to a portal or even some basic task management. As mobile devices have become more commonplace, they have also grown – both in power and in […]

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