Video | Deborah Savadra shows how to make sure other people receive email replies instead of — or in addition to — you.
Deborah Savadra - February 24, 2023
Video | The key to text recycling is making it easy to access your frequently repeated phrases and paragraphs. Deborah Savadra shows how to make that happen with AutoText.
Deborah Savadra - February 16, 2023
Jim Calloway | Beyond secure document sharing, client portals can serve as your "virtual lobby."
Jim Calloway - February 4, 2023
Sharon Nelson and John Simek | Release your inner gamer and "shoot” for the highest possible Microsoft Secure Score for your firm. Here are recommended actions.
Sharon Nelson and John Simek - January 30, 2023
This four-step plan will reduce your reliance on paper without risking your license (or sanity).
Danielle DavisRoe - January 6, 2023
Common questions about moving your systems and data to the cloud.
Mark Khazanovich - December 20, 2022
This process has increased the number of intake forms our firm has received, and the information we get is much more helpful.
Kenneth Fett - November 30, 2022
Sharon Nelson and John Simek, with Michael Maschke | You may be small, but you still hold the valuable data of many people and small businesses.
Michael Maschke, Sharon Nelson and John Simek - October 25, 2022
Tatia Gordon Troy | Research shows that when implementing any sound time-management program — apps, online programs, great self-help books — you will actually gain at least two full hours a day.
Tatia Gordon-Troy - October 20, 2022
Andrea Cannavina | Getting organized isn’t hard (when you KNOW what to do). These tips make it easier.
Andrea Cannavina - October 7, 2022