Snyder

NOVEMBER 1, 2022

Document management. Sharing documents is simple and transparent, as for each client you have a list of all shared documents. You can also push notifications for document requests, should you need to. The ‘Ask’ feature lets you request documents and data from your clients in a secure manner, using login credentials.

accounting software 97

accounting software bookkeeping Account accountant 97

CPA Practice

SEPTEMBER 12, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Audit Sight , a technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. I’m not sure which, but Fresh Books and again, Sage intact as well. But it’s all inside the platform.

Technology 111

Technology audit auditor general ledger 111

Snyder

MARCH 8, 2023

On the one hand, of course, it puts more accounting clients onto the market, but on the other hand, the key problem remains: why are so many clients dissatisfied with the services provided by accounting professionals? According to the study by Xero, young entrepreneurs look for a person that’s “enjoyable to work with” (39%).

bookkeeping 52

bookkeeping Account accountant accounted 52