Blog

Here are some recent articles we have published. Check back often for new content.
Accountants: How To Increase Staff Productivity and Save 10 Hours a Week In The Next 30 Days
In this article, I’m going to walk through how to drastically increase your firm’s productivity and save your staff an average of 10 hours a week in wasted non-billable time in 30 days.  This will free up your time to focus on growing your practice and delivering awesome service to your clients.
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Tax Return Client Delivery
Today we are going to be talking about “Tax Return Client Delivery” processes.  Waiting on the client can be the most infuriating of all the time delays. You have done all the work ahead of the deadline, all you need to do is get the client to sign off and pay so you can submit their package to the IRS, but now you have to wait for them.
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The Importance of Data Management to Businesses in 2022
In just a few years, data teams will make important decisions about operations, infrastructure, and personnel in conjunction with business leaders and other teams in the organization.
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Top Reasons You Should Outsource Your Management Software
Accounting is probably one of the most laborious tasks. If you’re a business owner, you know how crucial your accounting department is since they’re the ones keeping your business to stay afloat, so it’s only fitting to make their lives easier. One of the ways to do that is to outsource workflow management software. 
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How To Maximize Talent With Succession Planning
Let’s explore how effective succession planning can help you develop your employees just as you aim to grow your business. Keep reading on to learn more!
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4 Strategic Benefits of Using Accounting Automation
Incorporating automation in any firm’s processes isn’t exactly a new thing. If you’re still not sure about its benefits, this guide breaks down all the reasons why your CPA firm can benefit from automation.
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Work Management Tool: Does Your Team Actually Need One?
The success of a business isn’t just something you aim for, you need to measure it. You need to set a standard where you can consider yourself successful.
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Some Tips to Help Your Accounting Firm Stay Organized
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3 Tips Every Accounting Firm Needs to Build Their Brand
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What to Consider in a Billing and Invoicing Software
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Why Document Management Systems are Crucial to Any Firm
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Why CPA Firms Struggle With Workflow & How to Improve Yours
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5 Mistakes to Avoid When Implementing a Time Tracking System
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Why Workflow Planning Is Crucial for Accounting Firms
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3 Accounting Firm Workflows Designed for Maximum Efficiency
Does your accounting firm have a clearly defined workflow that lets you run all your processes like a well-oiled machine?
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4 Key Features to Consider in an Accounting Software
If you’re planning to invest in the best accounting management software, here are some features you should look out for.
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Selecting a Client Management Tool That’s Fit For Your Firm
If you want to know what client management software can do for you and how you can find the right one, here’s a simple guide for you.
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5 CRM Software Features Every Accounting Firm Needs
CRM software is crucial for accountants as it allows them to do their jobs a lot faster and less time-consuming. But what features do accountants actually need from a CRM software? Let’s find out, shall we?
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Why a Document Management System is a Must for Accountants
While this has been mostly manual work, nowadays, online and cloud-based management systems are being used or a combination of both. Read our guide to learn more!
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How to Fix Bookkeeping Workflows with New Technologies
New developments in accounting workflow software and cloud technology are making the work of accountants a lot easier by eliminating any inefficiencies. But, how can you start to identify these inefficiencies and find the right workflow technology solutions?
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Implementing a New Workflow Tool That’s Fit for Your Firm
Continuous improvement is something that every company should strive for regardless of what industry they’re in. Let’s discuss what it entails to implement these tools and what you should be looking for.
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3 Compelling Ways to Motivate Your Team to Use Time Entry Software
If you find it hard to overcome your employee’s resistance and motivate them to track their time, then this guide should help you. 
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5 Reasons Why Digital Platforms are Vital to Accounting Firms
The following are just some of the reasons why your accountancy practice should strive to keep up with these changes and utilize technology to your advantage, read on!
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How to Effectively Streamline Your Time and Billing Process
Every accounting firm is probably familiar with the time billing process and how it can easily turn into a nightmare as you work on completing it.
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Streamline Your Accounting Practice with These Workflow Suggestions
Having a clearly defined workflow designed for efficiency is what every accounting practice needs if they want everything to run smoothly.
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The 3 Step Process To Polish Your Workflows
Every business needs a workflow. Some may be simple and direct, others complex and confusing. Accounting firms in particular deal with many clients and projects that may entangle from time to time but aim to follow a straightforward workflow that keeps things organized and efficient.
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A Document Management System Is Vital For An Accounting Firm
Nobody understands the value of good, proper record-keeping more than the accountant. Chances are that you've emphasized this to your clients several times.
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3 Tips to Streamline Workflow In Your Accounting Firm
A company’s accounting process typically indicates whether it has a streamlined workflow or a terrible one. Businesses need an efficient accounting process to operate well, especially if there is an increase in workload.
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Workflow Management Software 101
More often than not, the answer to workflow problems lies in the type of tools you use. Firm360 offers a comprehensive platform built specifically for accountants, and we’d like to shed some light on how and why you need powerful workflow management software. Let’s get down to the business basics.
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3 Common Time Traps
From slowdowns in turnaround times to difficulties in keeping track of critical documents, there are many hurdles that severely impact a firm’s ability to perform and deliver top-notch services for clients. Amid all the different problem points that your practice faces over time, the main cause for concern worth watching out for the most is the array of time traps that your firm can end up falling into.
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Why You Should Stop Using Email for Document Management
Many knowledge workers still prefer using email for document sharing and collaboration. A study by Harris Interactive shows that 92 percent of workers they surveyed prefer email. However, the growing number of cyber threats shows that many companies are vulnerable to attacks, and email is one way malicious actors get to organizations. Fortunately, there are services offering secure cloud-based file sharing. Here are things you should know about cyber-attacks through email and how accounting practice software mitigates cyber threats.
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Avoid and Address Client Filing Delays
Accounting firms make a living from bookkeeping and file taxes, which can be strenuous and time-consuming for clients. And while this convenience is exactly what clients pay for, they still have some responsibilities in financial management. To ensure your client does not get any penalties during filing, here are some things you need to know and practice.
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4 Workflow Management Issues
An accountant’s task is no menial job. Whether it’s practical or industrial, the work significantly consumes a long duration of daily to weekly hours to get everything done. Like any other work, getting the job done is a matter of streamlining the workflow with an efficient process and strategy.
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Investing in a Better Workflow Process
Running an accounting firm can be a handful,especially due to the very nature of the business. You’re juggling a millionthings at once, from client acquisition, data handling, financing, and so on—asingle workday can never seem enough. For many, accomplishing everything ontheir to-do list proves to be impossible, even with a strong foundation ofmotivation and good intentions.
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5 Key Features of Accounting Management Apps Your Firm Needs
The workflow and business process management (BPM) apps market has seen significant growth in recent years as more and more businesses rely on using them to streamline their work. Now, there are numerous practice management software options for accounting firms out there that you can use to boost your work efficiency and be more productive.
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6 Workflow Tips To Keep Your Accounting Firm Efficient
When you are running an accounting firm, you must implement effective workflow management. It lets you create a streamlined workflow, manage a large number of employees, boost your productivity, and offer reliable client services. Unfortunately, if you don’t know the basics, it can be easy to miss out on opportunities. As such, you should consider the following workflow tips for your proper guidance
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3 Reasons CPAs Should Seek Workflow Management Software
While many businesses rely on accounting firms to satisfy their accounting and bookkeeping needs, numerous trends and innovations continually affect the work of such service providers. For example, automation has allowed many accounting tasks to be done without human intervention through software—meaning that even companies with little to no accounting experience can conduct their accounting to a certain extent.
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How to Juggle a Heavy Workload Without Affecting Quality
Nothing is more frustrating than realizing it's crunch time when it's too late. Tax season is the busiest time for accounting firms, and for this reason, you can't allow any room for mistakes. During this hectic time, firms deal with a hefty workload that could sometimes deem unmanageable. So how do you deal with this?
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Accountability in Accounting - What It Is and How Do You Build It
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3 Types of Accounting Practice Management Software - A Guide for Firms
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Steps for CPA Firms to Take to Survive the COVID-19 Crisis
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Tips on How To Manage Last-Minute Tax Clients Effectively
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How Cloud-Based Accounting Software Can Protect Against Pandemic Setbacks
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3 Reasons Your Firm Should Invest in a Document Management System
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3 Critical Tips to Keep Your Accounting Firm Secure
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Creating a Succession Plan - Why It Matters
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How to Have Effective Virtual Meetings - 4 Tips
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Keeping Up With Accountants - How to Increase Productivity During Heavy Workloads
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4 Reasons Why Accountants Should Switch to Cloud Computing
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How CPAs Are Helping SMEs During the Pandemic - What to Know
As the COVID-19 pandemic continues to impact business operations, priorities are beginning to shift and legislative relief programs are becoming more and more in demand. Nowadays, it’s essential that businesses have access to an accounting workflow software or the help of a CPA.
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How To Reinforce Your Accounting Firm's Foundation With Smart Business Practices
Savvy accounting firm owners work to consistently maximize growth, profitability, and value,regardless of the state of the economy. The right strategies help you weather downturns,leverage opportunities, as well as achieve growth and hit targets. While the industry’s currentstate helps your business grow, these cycles will likely get disrupted.
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Communication is Key - Don't Hesitate to Communicate
"Communication works for those who work at it.” - John Powell
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5 Questions in Finding the Best Workflow Management Software
Choosing the right workflow management software is not always easy. With so many choicesavailable, it might be difficult for you to find the one that makes the most sense for yourbusiness. If you’re particularly new to the industry, you might not even know what the rightchoice would look like.
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If It's Free, It's For Me - Free Overlooked Tax Resources
Entering this new climate of uncertainty - amongst tax season no less - we have been struggling to complete our taxes in a prompt fashion, while also enduring this new work environment.<br>
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3 Ways to Transform Your Firm's Business Model With Technology
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How Workflow Technologies Can Boost Your Accounting Firm — What to Know
It's not a reach to say that most accounting firms are constantly finding ways to improve their respective workflows. Now that the industry has long graduated from using audit trunks and tax binders in favor of digital tools, there seems to be a pressure to work faster and smarter. In accounting, the break necking pace in which technology accelerates is not a good mix with the busy seasons and staff retention challenges. It leaves firms to navigate all on their own to stay afloat. They must find a way to adapt to the changing times by making use of the new technology available and improve their respective processes.
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Bond as a Team, Benefit as a Business.
Business is better when it's team-ran and led. From Ford's assembly line to winning Super Bowl teams, teamwork has made the dream work. Working remotely, however, has made it easier to feel less like you are part of a team and more like you're flying solo. The good news is that there are actions you can take right now to let your employees know you still have their backs. Today's blog offers some inspiration and advice on how to reign your team back in and show them support.
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Remote Worker How to Demonstrate Accountability - What to Know
Due to the ongoing pandemic, a lot of companies had to switch to a remote working setup. For others, this comes as second nature due to the previous telecommuting policies they had in place. For many, however, this sudden transition comes as a shock as they had little time to prepare.
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How Cloud Computing Benefits Small Business Owners - What to Know
Cloud computing gives small businesses a way to access data on the go. It provides access to applications any time, on any mobile device. When small businesses use cloud computing, they store their data on a network of servers hosted on the Internet. Management and processing of the data also happen remotely, which helps them secure large amounts of data.
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Pivoting Your Accounting Operations With The Covid-19 Pandemic - What to Know
The sudden outbreak of the novel coronavirus has effectively upended most businesses in varying industries. For a lot of these companies, their operations have curtailed, their revenue has plummeted, and there's no way in telling when there will be a chance to recover. For a business to stay afloat, the company must react to the situation accordingly lest allow themselves to fail without a fight.
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Tools For Accountants to Get Through Tax Season
Add to this the various city- or territory-specific tax rules, and you have yourself a situation that would test even the most patient accountant. However, tax season should not be all that bad. Here are a few tips to help your accountants get through the busiest days of the fiscal year.
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Why your firm needs Client Relationship Management Software
Investing in a Client Relationship Management (CRM) tool is a major decision that your company has to go through. Whether you run an accounting firm, a marketing agency, or a business from other industries, a CRM app or software can be a vital tool used to manage your clients for overall efficiency. If you haven't set a CRM system in place yet for your company, now is the best time to integrate this. Why? Below are five good reasons to start utilizing CRM software for your business.
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5 Reasons to move to a Cloud-Based CRM in 2020
Simply put, CRM is an approach used to manage a company's interaction with both regular customers and prospective clients through the use of data analysis of customers' history. The goal of such an approach is to improve business relationships with customers, increase customer retention, and drive sales growth.
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The Benefits of Using Cloud-Based Firm Management Software
Anything cloud-based signifies less fretting, better security, and fewer papers. This is why it doesn’t come as a surprise that cloud-based firm management software has become the talk of the town. After all, facilitating a smooth accounting workflow is often thought to go hand-in-hand with paperwork.
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Don't become a statistic: Accountants and data security
Many still believe that housing data on a physical desktop is safer — but the opposite is true. When using the cloud, your information is securely stored in data centers, managed by service providers who implement advanced security protection at a level which would be extremely complex and expensive for businesses to emulate on premise. The cloud also offers data redundancy, because ultimately, information is stored in multiple locations, allowing for natural disasters or other issues that may disrupt one physical server site.
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