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Unlocking the Potential of Client Portals

Every business needs to maximize its potential for success. For professional services companies, that often means finding ways to upsell existing clients on additional services. Client portals may just be the answer to that challenge. Let’s take a closer look at why client portals are so effective and how they can help your business grow. […]

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Post Pandemic Business Operations: What’s Changed Forever?

Post Pandemic Business Operations: What’s Changed Forever? Even as life, for many of us, returns to relative normality, the aftershocks of the global Covid-19 pandemic continue to be felt within the professional sphere. In the space of a year, the way that we work was completely deconstructed and reassembled. As a result, certain expectations and […]

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Accountancy DMS Balancing Act: Access Vs Security In Client Data

As accountants and bookkeepers, you walk a tightrope. Every day you deal with engagement letters, annual reports, payslips, payroll reports and more. On one hand, you want to give your clients easy access to their data, in a clear and “on demand” fashion. On the other, you’re bound to handle this data in a compliant […]

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