Top 7 Tips for Onboarding New Bookkeeping Clients Efficiently
Introduction In a bookkeeping business, first impressions are crucial. How you onboard new clients sets the stage for your working...
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Nishant Shah
7 min read
How to Improve Client Satisfaction by Automating Document Collection
Introduction Given the rapid pace of today's corporate environment, time is invaluable. As accounting firms and financial service...
Nishant Shah
5 min read
How Finsync Can Be the Accountant's Best Buddy for Compliance and Data Security!
Introduction Finsync is a powerful tool designed to help accountants and bookkeeping professionals streamline processes while ensuring...
Arpita Maharishi
4 min read
Top Use Cases of Accounting Data Aggregators like Codat
What is an accounting data aggregator? Picture a melting pot of financial data where data from bank accounts, accounting programs, and...
Arpita Maharishi
3 min read
Open Banking path: Plaid vs. Flinks in fintech industry
Picture a world where your financial information isn't confined to bank vaults but flows freely, much like information on the internet....
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