Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

If you ask typical small or midsized accounting practices what their cornerstone applications are, chances are that they will tell you tax prep and write-up. Even with all of the businesses moving ...