Melio offers many ways for you to do complicated tasks, easily. It was a pleasure speaking with Melio on our latest episode as they explained how “QuickBooks Bill Pay, powered by Melio”, can help many companies and businesses pay their vendors and contractors. We were...
Sales tax is time consuming, annoying, and flat out confusing. Even more so in the middle of a global pandemic. Thankfully, we had the pleasure of speaking with Avalara on our latest episode to give us insights on how they can help make calculating sales tax easier....
The COVID-19 pandemic has affected how we learn, shop, socialize, travel, and work. That, in turn, is influencing tax policy. After employees across numerous industries transitioned to working from home, states struggled to determine the tax implications of a newly...
We were THRILLED to have Practice Protect join us on our latest episode as we discussed Cyber Security for Firms. This is one of many crucial points in running a firm and sometimes it is hard to know where to look for this. It is always a goal to automate workflows...
Financial Visibility - the key to empowering your clients and differentiating your firm We had some great guest speakers join us on our latest episode to discuss a better way of banking with Relay. Let’s meet them! Financial Visibility has been more important these...
For those of us who are not familiar with the acronym, CRM means Customer Relationship Management 2020 was a big wake-up call on how we relate and communicate with our clients in this virtual world. Onboarding new clients can be demanding without a suitable method for...
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