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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 innovation. A firm's strength lies in its dedicated team of professionals committed to ensuring client satisfaction, regulatory compliance, and streamlined operations. Leadership and first-class marketing and sales are critical skills and must be integrated with technical accounting and finance skills to create the desired experience for clients 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 continuous and occurring at an increasing rate for all firms and their clients. If your clients didn’t have dangers and opportunities, they wouldn’t buy your services. Remember, leaders focus on improving what is working, while managers tend to focus on what isn’t working. Self-disruption is indicative of a clear vision and isn’t always appreciated

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