‘Appy Hour Blog
Creating Your Perfect Firm, with Liscio and Karbon
What makes a good firm great in 2021? There are a lot of factors that you could include on the list but at its core, a great firm starts with management who seek to create a modern, frictionless, productive experience for both staff AND clients, and who use that...
How AvaTax Can Help
Sales tax is time consuming, annoying, and flat out confusing. Even more so in the middle of a global pandemic. Thankfully, we had the pleasure of speaking with Avalara on our latest episode to give us insights on how they can help make calculating sales tax easier....
2021 Sales Tax Changes Report Examines New Business Trends and Shifting Tax Landscape
The COVID-19 pandemic has affected how we learn, shop, socialize, travel, and work. That, in turn, is influencing tax policy. After employees across numerous industries transitioned to working from home, states struggled to determine the tax implications of a newly...
Simplify and Automate Sales Tax
Sales tax can be a headache to calculate especially considering all the things you have to take into consideration when doing so, such as the location, item, legislative changes, regulations, and more. AvaTax is an innovative, cloud-based sales tax calculation product...
Making the right choice: what to look for in a bill pay app?
Paying a bill manually is fast becoming a thing of the past. Businesses are moving steadily toward digitization, with tech-savvy accountants and bookkeepers in the vanguard. The real question is not whether you should use a bill pay app, but rather which one best...
Bulletproof Cyber Security with Practice Protect
We were THRILLED to have Practice Protect join us on our latest episode as we discussed Cyber Security for Firms. This is one of many crucial points in running a firm and sometimes it is hard to know where to look for this. It is always a goal to automate workflows...
Save time managing email with efficient team collaboration (and the right tool!)
Yes, we’re talking about email Many of us living in the 21st century thought email would be dead by now. But you can safely put that prediction in the same category as flying cars. Someday... maybe? Definitely not anytime soon. Email communication is more popular than...
Relay – A New Kind of Banking
Financial Visibility - the key to empowering your clients and differentiating your firm We had some great guest speakers join us on our latest episode to discuss a better way of banking with Relay. Let’s meet them! Financial Visibility has been more important these...
Financial Visibility: The Key to Empowering your Clients and Differentiating your Firm
A typical day for one of your clients might feel like this: My team used their personal cards and cash to purchase supplies this week for a big job we’re completing. I sent multiple checks out last week (was it last week?) and I know some were deposited but not all of...