1544Finance and Accountancy Briefings

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Surviving self-assessment: 5 ways a client portal can help

The hectic weeks leading up to the self-assessment deadline on 31 January are a stressful time for tax professionals. Fortunately help is at hand! Technology exists to make the entire process quicker, easier and more efficient. Read this short guide to find out how.

Company: CCH, A Wolters Kluwer Business | Published: 29 October 2014 | Business Area: Practice Management

Rating: 1 person found this useful

Managing your Xero clients – Step 8: Marketing your practice

In the final part of this eight-part series, we run through all eight steps to summarise how you can manage your Xero clients and really work on improving your client engagement and satisfaction.

Company: Xero | Published: 24 October 2014 | Business Area: Marketing Your Practice

Rating: 1 person found this useful

Managing your Xero clients – Step 7: Marketing your practice

In the seventh part of this eight-part series, we look at marketing your practice and how good promotion can really help grow your firm and professional network.

Company: Xero | Published: 23 October 2014 | Business Area: Practice Management

Rating: 3 people found this useful

Managing your Xero clients – Step 6: Creating a bespoke cloud system

In the sixth part of this eight-part series, we look at how you can create a totally bespoke cloud system using the ever-expanding ecosystem of Xero add-ons.

Company: Xero | Published: 20 October 2014 | Business Area: Practice Management

Customer case study: How an integrated client portal improves efficiency and increases visibility

The size of their clients' accountancy and bookkeeping backup files was making it difficult for Josolyne & Co to transfer data by email so they looked at client portals as an alternative. This case study looks at how CCH's integrated client portal has delivered far more than expected.

Company: CCH, A Wolters Kluwer Business | Published: 20 October 2014 | Business Area: Practice Management

IRIS World 2014

With content including updates on auto enrolment, FRS compliance and smarter working in the cloud, every delegate has received a comprehensive industry update and the chance to see how IRIS software is continually being developed to provide even more efficiencies in the future.

Company: IRIS | Published: 20 October 2014 | Business Area: Practice Management

How to justify investing in an automated expense management solution: 5 top tips

While 74% of UK businesses are still using spreadsheets and pieces of paper to manage expenses, those who realise that hidden costs could be lurking in the depths of their trusty old spreadsheets find real benefits by making the change to automating their expense management process.

Company: Concur | Published: 16 October 2014 | Business Area: Technology Trends

You've already cut costs. Now what?

It's never too late to re-think your expenses process to cut, control and avoid more costs. So what are the smart next steps. The answer lies hidden in plain sight: reconsider your company's approach to expenses.

Company: Concur | Published: 14 October 2014 | Business Area: Technology Trends

Rating: 2 people found this useful

Managing your Xero clients – Step 3: Transforming your practice performance

In the third part of this eight-part series, we look at transforming your practice performance and the benefits this will have on the service you deliver.

Company: Xero | Published: 08 October 2014 | Business Area: Practice Management

Rating: 2 people found this useful

Managing your Xero clients – Step 2: Increasing client engagement and satisfaction

In the second part of this eight-part series, we look at increasing your client satisfaction and how it helps engage with your clients.

Company: Xero | Published: 06 October 2014 | Business Area: Practice Management

Rating: 1 person found this useful

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