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 ...
BOSTON--(BUSINESS WIRE)--Cloze, a software company that delivers AI-powered real estate solutions, and RealScout, the real estate industry’s leading platform for agent-client collaboration, announced ...
The software also provides task lists, Kanban boards, shared team calendars, task collaboration, and client access. Additionally, Airtable offers integrations with a number of apps and services, ...
When we set out to create an operation to serve one of our biggest clients, we put collaboration at its heart. This would be neither a classic team, nor a dedicated agency; it would be ‘open source’ ...
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