5 ways to leverage AI during busy season
Picture it: It’s busy season, and your accounting firm is racing against the ticking clock to meet the tax return ...
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Picture it: It’s busy season, and your accounting firm is racing against the ticking clock to meet the tax return ...
PlayThis blog is part of the October Thought Leader Newsletter. Riddle me this: When is an accounting firm like a ...
We’ve all been there. At some point in a relationship red flags can pop up…but we turn a blind eye. ...
Every firm—no matter its size or client roster—needs an edge. And that edge is often defined by the tools it ...
Spoiler alert: Your firm’s brand is more than just a logo or the colors you’ve chosen; it’s so much more ...
Hiss…zap! What’s that sound? It’s the initial spark of your new client relationship. It’s that first moment of mutual understanding ...
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.