-
Monday, June 29, 2020 ContractWorks
The Buyer's Guide to Contract Management Software
With hundreds of contract management solutions on the market, how do you choose the one that's right for you? This guide gives you everything you need to understand the contract management software landscape and find solutions that meet your specific requirements around functionality, cost, and more.
-
Monday, June 29, 2020 ContractWorks
Using KPIs to Measure Contract Management Performance
No matter what types of contracts your company manages, this eBook will help you better understand how to recognize, establish, and monitor the most important Key Performance Indicators for your corporate agreements.
-
Monday, June 15, 2020 CPACharge
Getting Paid Today: Trends CPAs Need to Know
Learn how payment technology is reshaping the way CPA firms like yours conduct business, and why a modern payment solution is crucial to providing an exceptional client experience today.
-
Tuesday, June 9, 2020 Doc.It
Resolve 3 Common Challenges in the Accounting and Tax Profession
The top two thought leaders in the accounting industry weigh in on three challenges most faced in the profession.
-
Friday, June 5, 2020 Divvy
Eliminating Expense Reports for Your Clients
RLJ Financial was spending too much time helping get their clients’ expense reports across the line. Learn how Divvy helped them not only only reduce that time but eliminate expense reports altogether for their clients.
-
Friday, June 5, 2020 Divvy
Partnering with Divvy to Streamline Accounting Tasks
Sick of chasing receipts and manually categorizing your clients' credit card spend? Learn how one firm automated the process with Divvy's free software.
-
Friday, June 5, 2020 Doc.It
Choosing a Client Portal for Your Accounting Firm
Now, it's easier than ever to collaborate with your clients using technology. Doc.It has built a guide on choosing a client portal that fits your needs.
-
Thursday, May 28, 2020 FTI Consulting
Future-Proofing Corporate Data Privacy: Budgeting and Solutions to Address
FTI Consulting surveyed over 500 corporate data privacy leaders to understand the solutions, strategies, and budgets companies have planned to address data privacy challenges in the coming year.
-
Monday, March 23, 2020 UFC for Insurance
NEW Way to Offer Tax Prep Services, Without Any Extra Work
In just 6 simple steps, this turn-key system helps you with branding, processing, and making recommendations in order to position you as an asset protection expert.
-
Thursday, March 12, 2020 UFC for Insurance
Premium Financing Sales Script and Overview
If your high-net-worth clients have a need for life insurance but don’t want to reduce their current cash flow or liquidate their existing assets, premium finance may be a viable solution.
-
Thursday, March 5, 2020 ContractPodAi
Contract Management Primer
A comprehensive guide to defining and solving contract management needs in 2020
