Insights, tips, and best practices for client management, secure file sharing, and business growth.
While it's hard to imagine a world without email today, the sending and receiving of digital mail aren't without their challenges.
Enter client portal software. This powerful tool offers a secure and efficient alternative to Google Drive.
When an accountant makes a mistake, the consequences can be far-reaching – for them and their client.
There have never been so many file-sharing tools to choose from. Here are 5 tips to find the right one.
The global market for client collaboration tools exceeded $15bn for the first time in 2024. Here's what to look for.
Not all client collaboration software is fit for purpose. Here are five ways it can fail—and how to avoid them.
Accountants deal with confidential information daily. Here's how to choose the right secure file-sharing solution.
Are you an accountant worried about the amount of time you spend hunting for client documents? Here are 7 reasons to get a client portal.
Having a small business is tough. Here's how a client portal can change everything for small businesses.