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Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

In 2018, Microsoft and Resco announced a partnership as Resco became the official mobility provider for Microsoft’s Field Service. Now, this partnership is coming to an end. In 2020, Microsoft previewed a new app to showcase the future path for Field Service Mobile. What does this mean for Field Service customers? Find out in this blog post.

With the rise of Bitcoin and other cryptocurrencies based on blockchain, it’s important to understand the tax implications for digital currency. Listen in as I break down blockchain, cryptocurrencies, and some helpful tax info along the way.Also, if you are looking for in-depth tax information and real customer stories, be sure to join us for our Tax Binge Day event on Feb 24 from 11am – 1pm ET.

There’s an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis.

Hear Pablo Moreno’s perspective: he believes it’s not about the tool, but rather, your data needs – data ingestion, data size, data aggregation, distribution of the information.