Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Accelo is an excellent client work management platform built upon six key components: sales, projects, billings, retainers, tickets and reports. It is a multifaceted solution that uses an all-in-one ...

Preparing for and completing new client projects doesn’t always go smoothly. Overlapping tasks and communication breakdowns can slow or even derail progress. Add in tight deadlines and last-minute ...

Over the last decade, Alana has served as a business operation, technology, and marketing consultant for countless businesses — from start-ups and mid-sized businesses like Fit Small Business to ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

For many businesses and organizations, project management has received a lot of renewed focus in recent years. One reason for this is that analytics and data-driven approaches have become a high ...