September 17, 2012
With year end fast approaching, it’s a good time to slip in another push for portals. We understand the immense value online access offers, and we just want to be sure that you do too. First and foremost, portals support immediate, real-time exchange of data and documents, which translates into ultimate convenience for our clients. Your information is always at your fingertips, 24/7…when YOU need it. Working online also supports real-time collaboration with our staff—enabling us to quickly answer your questions or supply you with needed information. And of course there is also the benefit of reducing the amount of paper in your office…and we know everyone loves that.
Portals just make sense in today’s fast-paced work environment. Consider all the value:
Immediate access to your information, paperless, a direct reach to our staff…what’s not to love? Please feel free to contact our office for more information about our secure client portals.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!