Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes. From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]
Asking AI about itself to see what is coming next
AI is here. Some of you have tried midjourney to generate images (the image associated with this post is one of them), asked chatgpt to write an assay, or used copilot to generate snippets of computer code. AI is already impacting some creative professions, education and IT. How will AI be used by software vendor […]
The Legalities of Electronic Signatures: What You Need to Know
The Legalities of Electronic Signatures: What You Need to Know In the digital age, the way we sign important documents is changing dramatically. With the click of a button, we can now sign contracts, agreements, and even tax forms electronically. But how legally binding are these electronic signatures? As the use of these signatures becomes […]
Client Portals for Tax Accountants – a case study
The complex world of US tax accountants US tax accountants face several challenges in their profession: keeping up with the constantly changing tax laws and regulations, increasing pressure to provide more value-added services to clients, such as financial planning and advisory services and unrealistic client expecations, who do not understand the complexities of the tax […]