Explore the best CRM for accounting firms in 2024, featuring top tools and features tailored to streamline client management ...

There are some nifty functions for dealing with clients, too ... Which project management software is best for you? When deciding which project management software to download and use, first ...

Explore the top CRM solutions with project management. Learn how to streamline client relationships and task management in one platform.

For home care agencies, CRMs are the future of marketing. These tools allow you to streamline the journey from lead to client ...

The software doesn’t include accounting features, but it easily integrates with QuickBooks. Clients can pay invoices online with MyCase Payments. With case management features, you get secure ...

Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them ...

Finance platform Rho announced the launch of the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

and deliver exceptional client service. These awards affirm SmartAdvocate's ongoing mission to set the standard in legal case management software. SmartAdvocate is a fully customizable, case ...