The smooth operation of any business requires organization, especially where client scheduling and tracking is concerned. To really maximize productivity and efficiency, it’s crucial to use ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

The primary function of a client-server system is to create a division of labor between a centralized server and the individual computers that are running your software. This model has a number of ...

Manual administrative processes take up precious time. Practice management software automates repetitive tasks, allowing staff to focus on higher-value work. Incorporating automation into areas such ...

SMALL BUSINESS ACCOUNTING SOFTWARE is providing new client-service opportunities for CPA firms because clients need just as much help as ever, with basic installation and weekly bookkeeping to ...

Jane Haskins practiced law for 20 years, representing small businesses in startup, dissolution, business transactions and litigation. She has written hundreds of articles on legal, intellectual ...