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

Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) software is a tool that helps salespeople and businesses manage interactions with prospects ...

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

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.

Time management is critical in every ... to affect business — including that of other clients. Pick your metaphor — slippery slope, snowball effect, house of cards. None of them bodes well for an ...

IRIS Software Group, a leading global provider of accounting, edtech, HR and payroll solutions, today announced the launch of IRIS Elements Enterprise, the latest tier in its existing cloud-based ...

All-in-One Simple Software that simplifies daily operations and automated repetitive tasks for property managers while making Tenants an ...