Posts in Technology
Accountants Should Be Technology Minded

Payrolls, bookkeeping, tax planning & preparation, financial statement preparation, etc. are services that have long been the core services provided by accountants.  These staple services are still offered and needed, but are now being provided in different ways.  With the availability of cloud based accounting systems and online file sharing, accountants and their clients are better able to work collaboratively towards a common goal.  With mobile devices and web based applications, access to information anytime and anywhere makes for a mutually beneficial working relationship.

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Client Portals

It's a constant evolution to building client relationships through digital file transfers, real-time file access, collaboration and sharing.  File sharing options are numerous, including Evernote, Dropbox, Box, Sharefile, SharePoint, SmartVault, etc. Which is the right one to implement?

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