Business leaders are always looking for ways to improve the bottom line. This typically means either selling more products and services to increase revenue, or doing more with less to reduce costs.

Every organisation generates documents as part of doing business. Organisational growth compounds the number of forms, reports, and spreadsheets, all of which can quickly become a headache in the absence of a formal document management program.

Many organisations focus heavily on improving their communications and messaging with customers. Such efforts directly affect revenue, so giving customers priority is certainly understandable.

If you’re like most accountants, there never seems to be enough time in the workweek to address all your clients’ needs, so you often wind up working late—and even over the weekend.

What’s the difference between traditional and modern-day client portals? Simply put, firms that have modern portals can do more, in less time. They provide firms with a competitive advantage by making their job easier and improving their client’s experience.

Business processes are key to organisational success—they help the workforce consistently deliver results as expected. These processes often require modification to keep up with changes in business needs, market demand, technology, and other factors.

Let’s talk about accounting automation. Yes, I know this may sound like a dry topic, but I promise you’ll find this article at least moderately interesting—unless you’d rather not find new ways to make your accounting firm more efficient.

Forms help us standardise information collection and make processing that information more efficient. They have long been an integral part of business and have many purposes:

Over the last decade, more and more organisations have been trending toward remote work, whether instituting a hybrid work model or foregoing a physical location altogether. Recent global events have only accelerated this transition.

Business centers around documents that range from mission-critical to simply helpful—service level agreements, marketing plans, invoices, presentations, vacation requests, and so on.