This video will discuss a new feature in Practice Management called, “Contact Message” which can be used to tell your staff quick, important information about a client on the contact detail view.

The reports in Practice Management provide users with a wide arrange of options, filters, and sorts. To make running reports easier we have added the ability to save your report settings as a custom report.

My saying with this cloud was good judgment comes from experience, and experience comes from bad judgment. We, in the process of doing this, went through two different hosting companies. I learned every question that I should have known to ask before I moved to them

The activity list in Practice Management 2012 is an incredibly powerful tool that allows users to see a concise list of all tasks, due dates, alerts and appointments quickly. The search box on the activity list has some added features to make finding exactly what you need easier.

Most people are looking for function and process especially in our industry. It is no secret that it is the GUI that we and our users have to touch everyday all day.

It’s time for the software vendors in our industry to sell new ideas, better ways of doing things, not spending time creating applications that limit accountants in a proprietary way.

What’s a realistic cost for technology? How much should we spend on software and hardware, on developing workflow processes and training staff? The answer might surprise you.

Customer Relationship Management or CRM software is far more important in sustaining an accounting firms success than growing the firm.