CAS

Your playbook for successful CAAS implementation.

Warren Averett Engage leverages several technologies to bring collaboration tools, open-items lists, screen sharing, video capabilities and additional resources in a virtual environment. Warren Averett Engage will be available to ...

NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient […]

From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.

The survey data indicates that being able to offer expert insights when it comes to finances will give firms the upper hand when it comes to implementing value pricing as it enables them to provide a better customer experience.

July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.

The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...

With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...