One of the primary reasons we created AuditDashboard was because email isn't an effective engagement management tool. Email was designed to send messages, not exchange, track and monitor multiple files and...

Defining the client experience you want to deliver is key to thinking differently about your service delivery model. Join partners, department heads, and managers...

Lessons learned from helping customers avoid common mistakes adopting client-facing software at accounting firms around the world. Think differently about your next investment in technology and increase the interest, adoption rate, and success of your next digital transformation.

The true obstacle in your CPA firm that requires significant attention is the request and receipt of client data. This should be one of your main focuses, not...

One of the best questions you can ask a technology vendor is – “In 60 days, after we’ve implemented [new software solution], what are we going to find out that we wish we knew before we got started?”

In a shared technology model, vendors, sub-service organizations, and users are responsible for upholding specific responsibilities for a system to work effectively. Everyone should understand what shared responsibility means and who is responsible for what.