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Integration of QuickBooks Online and Mailchimp Create Personalized Marketing Campaigns
Getting new business, and engaging existing clients or customers is crucial in growing any company, whether it’s your firm or your clients’ businesses. With the vast array of multiple, unintegrated financial and marketing tools available in today’s ...
Productivity Innovations Announced at QuickBooks Connect 2021
This year’s QuickBooks Connect, Nov. 3-4, featured presentations for accountants and their small business clients, with keynotes by celebrity chef Carla Hall, actress and philanthropist Kristen Bell, and author and purpose coach Jay Shetty.
My Four Favorite Features in QuickBooks Desktop and Enterprise 2022
The newly-released QuickBooks Desktop Plus 2022 includes many new and improved features that will help your clients manage their business with greater efficiency around accounting tasks and cash flow.
New Features and Improvements in QuickBooks Online Payroll
Over the last few months, there have been a number of new features and improvements in QuickBooks Online Payroll, all designed to make it easier for you to help your clients manage the payroll process in QuickBooks Online.
New QuickBooks Card Reader Speeds Up Mobile and Contactless Payments
How your clients will accept payment is perhaps one of the most important decisions a small business can make – and there are a lot of factors that go into managing the variety of ways their customers want to pay.
Accounting Tech Stack: How to Build and Benefit From Firm Apps, Software, Tools
Too many accounting firms fail to take internal processes into account when using technology, focusing only on clients—and failing on both fronts.
What clients want in 2021 and beyond – and how to find them
Accounting firms were already evolving before recent events. If anything, these events only pushed things into warp drive.
Post-Tax Season Survey 2021: The Real “New Normal” for Accounting Firms
A new survey demonstrates how accounting firms changed the way they operated during the tumult of 2020—and reveals which of those changes are likely to be permanent. How does your firm stack up? Find out.