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ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...

Enhancing the client experience (CX) has become a cornerstone for success in many accounting firms. As the profession navigates through...

Today, being a successful firm isn't just about technical skills; it's the people responsible for leadership, relationships, and...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...

Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are...

HubSync Gateway provides an integrated and centralized dashboard that enhances client engagement and provides CPA firms of all sizes with...

How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...

Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...

SILICON SLOPES, Utah, September 27, 2022—Today, Avii launched Core and Enhanced Core versions of the Avii Workspace, providing accounting...

During product demos in firms, we hear a familiar refrain: “That sounds great, but our clients won’t use it.” Whether we’re talking about...

Accounting portals and the resulting client experience are more important than ever. Over the past two years, your clients likely spent...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...

Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...

Becoming more strategic in all areas of a business will improve performance and produce significant results. Companies can make...