Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
CCH s ProSystem fx Portal provides bidirectional file exchange capabilities for documents such as tax returns and financial statements. The service supports PDF files, Microsoft Excel spreadsheets, ...
Most lawyers keep and maintain client files, typically reflecting key correspondence and developments. There can be occasions where the client file is requested for return or transfer. For example, ...
Recently, while catching up on my “pleasure” reading — the November issue of The Alabama Lawyer — during a lunch break, I came across an article from the Office of General Counsel regarding the ...
Making a file read-only in Windows means you or a colleague are less likely to delete or change it accidentally. This can be helpful if you don't want any unintended changes to client contracts or ...
As the nation’s Baby Boomers retire, practice discontinuances and sales of all or part of CPA firms are on the rise. The rise in firm discontinuances and sales brings with it a host of practitioner ...
GeekSuit has released Client Folder Maker 5.0, a feature update to their folder creation and management utility for macOS. It allows anyone to set up a hierarchy of folders once, then instantly ...
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