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Automation in action

In this series Richard Sergeant takes an in-depth look at the emerging automated workflows within accountancy practices, and asks how they help increase productivty and client service.

24th Oct 2017
As one of the central compliance processes, accounts production is an area where firms could save the most time by removing tasks that have...
1st Nov 2017
Client relationship management (CRM) often exists in an accountancy firm as several discrete activities: marketing, sales, client data,...