If you’ve ever said…

Unless you’re still pushing paper at your firm, you know that AI and accounting have become quite the professional pair. The technology has been integrated into just about every software solution on the market.

The accounting industry is on the brink of change thanks to technological advancements that will reshape the way we work. As the demand for accurate, timely financial information continues to grow, accounting professionals need to keep up with the latest trends.

Every service-based business could stand to use a client portal. After all, having a platform that handles file sharing and requesting, project management, and threaded discussions makes working together a whole lot simpler and more efficient.

The work of a CPA involves a lot more than preparing tax returns and providing financial advice—engaging with clients can be its own full-time job!

For accountants, one of the most critical aspects of running a successful firm is managing client financial files. The ability to efficiently organize and navigate through these files directly impacts the quality and accuracy of your services.

As the leader of an accounting firm, how certain are you that you’ll never receive a letter like the following (which accurately reflects the sentiments of a real small business owner about his service provider’s accounting security and organizational capabilities)—or that none of your current clients harbor similar thoughts silently?

Matt Stratman, president of United Tax, knew his team had a communication problem—and he even knew the culprit: email.

Today’s accountants are expected to do much more than just bookkeeping and number crunching. They must provide strategic insights, analyze financial data, and make informed decisions for their organizations and their clients.

Accounting firms are increasingly relying on efficient file-sharing solutions to streamline internal collaboration and securely gather client documentation.