Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...

Advisers who have scoffed at the notion of using monthly cash-flow management for their clients may want to reconsider, now that improved software can help them track progress toward financial goals.

Instant matter creation helps law firms save time on redundant data entry and supports data integrity across both platforms. By connecting Lawmatics and LEAP, firms can work from a reliable source of ...

Have a major deliverable coming up that involves lots of people and tasks? The top project management apps we've tested can help you keep your team on track. I'm an expert in software and work-related ...