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Keep Your Back Office Separate from Your Front Office Software

Client Experience

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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Back office and front office software

Why Email is Holding Your Firm Back

Client Experience

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

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Overfull email inbox

Why Your Client Experience Matters

Client Experience

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

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Mobile financial app

Give Your Clients the Best Experience in 2021

Client Experience

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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Accounting on computer and mobile phone

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