These days, one bad experience can send a client running for the hills—and right into the arms of a competitor. ...
Getting Better Every Day (Ep. 1)
Doorwall (Ep. 4)
Bridging the gap between life and work (Ep. 11)
Trail signs (Ep. 3)
Paying attention (Ep. 2)
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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.