
Why Smart Client Management needs diversity in staffing skills
You’ve probably heard us talk a lot about the concept of Smart Client Management recently…and for good reason. It’s not ...
Data insights
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You’ve probably heard us talk a lot about the concept of Smart Client Management recently…and for good reason. It’s not ...
We’re living in a time of monumental change—a time that will be reviewed and studied well into the future. How ...
“What would they like best? A gift card? Or wait, what about a company outing? No, maybe a stainless-steel water ...
When many people think of accounting, they automatically picture a disheveled someone hunched over a desk covered in receipts, tax ...
One click. That’s all it takes. One click on a link in a perfectly innocent-looking email can be catastrophic and ...
Imagine a world where your firm isn’t overwhelmed during tax season; where most of your income isn’t squeezed out during ...
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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.