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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

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The new comprehensive document management solution from IRIS

CPA Practice

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. IRIS has over 100,000 UK and international customers, with 80% having a tenure of five or more years.

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The Accounting Technology Lab Podcast: Jan. 2024 – Recap of Thomson Reuters Synergy Conference

CPA Practice

That’s the CEO about the allocation of AI to tax and accounting. But you know, what I would just point out then on some of the other areas of interest, we’ve been proponents of single portals in the CPA firms for some time. Oh, there’s some weird things going on. And there’s 23 Different portal tools that we are tracking.