Accountants across the world are centralising their audit trails using cloud-based technology. As you no doubt know, gone are the days when an auditor would simply keep a paper trail of their actions and findings. (In fact, this is common across all accountancy practices – paper-based processes are outdated and unreliable). From an auditor’s perspective, […]

As a CPA, getting clients to talk to you is a hard-enough ask on its own. Their inbox is full of stuff they’d rather just delete. And though they respect you and your work, that sentiment also applies to your emails! You can get around this psychological hurdle by using one of the client communication […]

For accountants, prompt client response times are essential for success and profitability. Clients expect timely communication, and the ability to deliver quick responses on your end can significantly impact client satisfaction and contribute to business growth. Personal income tax client response time requires special attention because every accounting firm knows how the hustle and bustle […]

If you’re an accountant who still uses email as your primary method of contact and collecting information from clients, we get it. Email is familiar to both you and the businesses you serve. It’s also convenient, and everyone knows how to use it. But we’re here to tell you that your clients would like to […]

Unless you’re still pushing paper at your firm, you know that AI and accounting have become quite the professional pair. The technology has been integrated into just about every software solution on the market. No surprise given AI’s accounting benefits: And that’s not all. Keep reading to dive deeper into why AI and accounting are […]