Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...
Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...
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 ...
Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...
TAMPA, Fla.--(BUSINESS WIRE)--With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals ...
Citrix Systems Inc., which sells network security and desktop virtualization software tools, is reportedly trying to expand into the collaboration space by acquiring the work management platform ...
At many companies, the productivity benefits of collaboration software have been long apparent: easier communications with colleagues, more effective brainstorming with remote team members, and the ...
Collaboration between employees, teams, and clients is more important than ever before, and there are a variety of new technologies and platforms available to facilitate communication and group work.
Open source collaboration software can help small businesses improve teamwork, increase productivity and decrease costs. We look at the best open source collaboration software available today. As the ...
In our discussions over the last few years about the future of the law firm, the one thing that has become abundantly clear is that for lawyers and firms to be successful, they will have to learn to ...
Law Firm Collaboration is transforming cross-selling and firm growth. Learn how visibility, trust, and leadership drive stronger client relationships ...