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Friday, June 5, 2020 Divvy
Eliminating Expense Reports for Your Clients
RLJ Financial was spending too much time helping get their clients’ expense reports across the line. Learn how Divvy helped them not only only reduce that time but eliminate expense reports altogether for their clients.
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Friday, June 5, 2020 Divvy
Partnering with Divvy to Streamline Accounting Tasks
Sick of chasing receipts and manually categorizing your clients' credit card spend? Learn how one firm automated the process with Divvy's free software.
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Friday, June 5, 2020 Doc.It
Choosing a Client Portal for Your Accounting Firm
Now, it's easier than ever to collaborate with your clients using technology. Doc.It has built a guide on choosing a client portal that fits your needs.
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Tuesday, February 4, 2020 CPACharge
Sample Security Policy for CPA Firms
This free sample policy provides a great starting point, and you can adapt it to meet your firm's unique needs.
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Tuesday, September 10, 2019 CPACharge
Password Management Guide
This free guide lists the top eight dos and don’ts every CPA should know about creating and managing strong, effective passwords.