The smooth operation of any business requires organization, especially where client scheduling and tracking is concerned. To really maximize productivity and efficiency, it’s crucial to use ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

It has been a tough year for online video portal Joost, and things aren't likely to improve. The company launched last year with an innovative software client and built a decent catalog that included ...

Wordify and Otterly.AI join forces to advance AI search monitoring. Enterprise software companies are witnessing a ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...

Entry-level accounting packages are terrific. They provide excellent features, and are frequently a good value. However, regardless of how good or cost-effective they are, they don't serve your ...