How to Lower Anxiety for You AND Your Clients

Overflowing email. Nonstop notifications. Too many apps. Software is great for productivity but too much tech adds...

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Bringing Breakthrough Thinking to Your Firm

“Why do we do it that way?” 

“Well, that’s the way we’ve always done it.” 

 

Have you ever heard anyone ask that...

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Keep Your Back Office Separate from Your Front Office Software

If you’re like most firms, the majority of your client interactions are now online. How do you make as great an...

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Why Email is Holding Your Firm Back

In our last article for The Woodard Report, we covered why clients are often late sending documents to their...

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Why Your Client Experience Matters

If you ask an accounting professional to tell you the main thing that’s holding them back, the answer is almost...

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Give Your Clients the Best Experience in 2021

Happy New Year! As we welcome 2021, it’s worth reflecting on some of the things that made our lives a bit easier in ...

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