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How to choose a DMS that satisfies both CIOs and IT leaders
Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.
4 hours ago3 min read
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Inside the Client Experience: Why Engagements Still Break Down—and What Firms Must Do Next
Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.
Aug 255 min read
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4 Steps to a Mindset of Possibilities
As leaders, it’s easy to fall into negative thinking that limits growth. This article outlines four practical steps to shift your mindset from obstacles to possibilities. Learn how to identify the source of discomfort, explore favorable outcomes, take action to support new beliefs, and reframe challenges as opportunities—so you can strengthen your impact and help your firm thrive.
Aug 252 min read
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Ten Honored as Visionaries at Boomer Circlesâ„¢ Summit
Ten standout firms and solution providers were honored with the 2025 Boomer Visionary Awards at the Boomer Circles™ Summit. These leaders exemplify innovation, excellence, and transformative impact in leadership, talent, process, growth, and technology—shaping the future of the accounting profession.
Aug 204 min read
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Lead Through Change: Empower Your Team with Communication, Training and Champions
Change doesn’t succeed because of platforms—it succeeds because of people. Learn how to empower your team with the right communication, training, and peer support to drive sustainable transformation in your firm. Discover practical steps for reinforcing change and building a firm that thrives in times of transition.
Aug 114 min read
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Future-Ready, People-First: Rethinking Talent Development in Accounting
Build a future-ready workforce by developing Superworkers with the tools, skills and mindset to thrive in a tech-driven profession.
Aug 114 min read
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The Case for an HRIS: Is It Time to Upgrade Your People Systems?
Still using spreadsheets to manage HR? Discover why it's time for your accounting firm to upgrade to an HRIS. From automating onboarding to boosting compliance and employee satisfaction, this article outlines the key benefits and what to look for in a system that supports your firm’s growth.
Aug 114 min read
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Automation That Works: Turning Website Leads into Real Conversations
A filled-out form isn’t a win—what happens next is. This article shows how to turn inbound leads into real conversations with automation, lead scoring, and strategic BD alignment. Learn how marketing can own the middle of the funnel and drive meaningful growth through smarter systems and processes.
Aug 114 min read
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A Practical Cybersecurity Compliance Guide for CPA Firms
Learn how CPA firms can meet evolving IRS and FTC cybersecurity requirements with a clear, practical approach to compliance, documentation, and risk management.
Aug 114 min read
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Netgain Launches CPA Cloud Essentials – A Turnkey Azure Solution Tailored for Growth-Minded CPA Firms
Netgain Technology launches CPA Cloud Essentials, a fully managed Azure-powered IT service tailored for accounting firms. Designed to enhance productivity and security, it delivers reliable access to critical applications, advanced cybersecurity, and flexible scaling — all in a predictable per-user model. This turnkey solution positions firms to embrace AI and automation without overburdening IT teams.
Aug 112 min read
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Still Time to Grow: Career Goals You Can Tackle Before Year-End
It’s not too late to make progress on your career goals before the year ends. From developing leadership skills to improving communication and work-life balance, these practical tips will help you reset and refocus for lasting professional and personal growth.
Aug 64 min read
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How One Accounting Firm Modernized Its Operations and Delivered Better Client Outcomes with Intapp Collaboration
Join us at Boomer Circle Summit for a session on streamlining document management with Intapp—boost efficiency, compliance, and team collaboration.
Jul 242 min read
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Drive Team Performance with Inclusive Practices
Inclusive practices can drive better team performance in your accounting firm. Discover practical steps to build a high-performing team.
Jul 143 min read
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Build a Performance Management Process to Drive Growth and Engagement Year-Round
Modern accounting firms are redesigning the performance management process to drive year-round growth and engagement.
Jul 144 min read
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Choosing the Right AI Tools
Accounting firms can choose the right AI tools by aligning technology with internal processes to identify solutions that deliver real value.
Jul 144 min read
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Beyond the Bottleneck: How to Align Scheduling, Capacity and Communication
Accounting firms can improve efficiency and collaboration by aligning scheduling, capacity planning and communication across departments.
Jul 144 min read
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From KPIs to KBIs: Measuring What Drives Firm Growth
Tracking key behavioral indicators (KBIs) helps your firm drive growth by measuring the actions that influence performance, not just the outcomes.
Jun 163 min read
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Post-Acquisition Integration: How to Unite Processes and Win Buy-In from Legacy Teams
Accounting firm leaders can unify processes and earn buy-in from legacy teams post-acquisition using key behavioral strategies.
Jun 163 min read
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Are Ideal Client Profiles the Missing Piece In Your Growth Strategy?
Accounting firms can define ideal client profiles (ICPs) to sharpen marketing, drive growth and align products and services with profitable clients.
Jun 163 min read
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Using Personality Assessments to Strengthen Leadership at Every Level
CPA firms can use personality assessments like Kolbe and appreciation languages to improve team dynamics and decision-making.
Jun 164 min read
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Highlight Reel: Operations Circle - Spring 2025
This Highlight Reel shares top takeaways from the Boomer Operations Circle—trends, tools, and strategies for firm growth in 10 minutes or less.
Jun 121 min read
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Highlight Reel: Marketing & Business Development Circle - Spring 2025
This Highlight Reel shares top takeaways from the Boomer Marketing & Business Development Circle—trends, tools, and strategies for firm growth in 10 minutes or less.
Jun 121 min read
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Firm360 Unveils New Look, Same Mission: Purpose-Built Software for Accounting Firms
Firm360 Unveils New Look, Same Mission: Purpose-Built Software for Accounting Firms
Jun 112 min read
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Highlight Reel: Talent Circle - Spring 2025
This Highlight Reel shares top takeaways from the Boomer Talent Circle—trends, tools, and strategies for firm growth in 10 minutes or less.
May 291 min read
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