The state of AI in accounting
Understanding the rise of AI in accounting The advent of Artificial Intelligence (AI) in the…
Riley MalinsDecember 12, 2023
Onboarding your team – the last stage of implementing a DMS
Learn the easy way from our 1000+ DMS implementations We’ve helped more than a thousand…
Julian GaylorOctober 1, 2023
The migration stage of implementing a DMS
Learnings from our 1000+ DMS implementations We’ve helped over a thousand practices implement new document…
Julian GaylorSeptember 27, 2023
The state of document management: What the numbers say
We’ve said it before, and we’ll say it again – documents drive businesses. Whether it's…
Riley MalinsSeptember 21, 2023
The discovery stage of implementing a DMS
What we've learned from 1000+ customer implementations When implementing a document management system (DMS) there’s…
Julian GaylorSeptember 19, 2023
Folder structures for this financial year
Looking to update your client folder structure this financial year? We've got ideas from our…
Julian GaylorSeptember 7, 2023
How to create successful file naming conventions
Raise your hand if you have a messy and difficult to navigate file system? Standardising…
Riley MalinsSeptember 6, 2023
It’s never too early to start getting ready for 2024’s year-end close
Is there anything better than that giant sigh of relief after you’ve officially closed the…
Riley MalinsMay 29, 2023
4 Document Security Tips for Protecting Your Clients’ Information
Defending your practice from cybercriminals is a 24/7 job that requires stringent security measures and…
Riley MalinsMay 19, 2023
