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...

Innovation Debt is the cost incurred by organizations that consistently defer or decline opportunities to integrate new...

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.

"I would recommend AuditDashboard without hesitation. AuditDashboard was quick to help us get up and running. We completed our training on a Friday in late January and were using AuditDashboard with our first group of clients the following Monday....

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?”

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.