Many firms are evaluating their technology to determine how to be even more productive, regardless of where they are working from. Employees need constant access to their network, applications, and files to work efficiently and best support their clients' needs; however, with increased accessibility comes increased security concerns. Cloud addresses these issues (and many more!), but we know that moving to the cloud is not a decision to be made lightly.  When is the best time for your firm to transition to the cloud?

Netflix redefined how we consume media, making it more accessible and readily available. Download our whitepaper to learn what important lessons you should take from Netflix as you consider the future of your firm's IT.

2020 changed how we view the workplace.  Moving forward, most firms will no longer be exclusively tied to working in their physical office space.  Based on discussions with colleagues and peers, many firms will downsize (or at least not expand) office space. Instead, flexible work space and flexible schedules will be more typical for most businesses.

The highly-anticipated integration of Microsoft Teams with Worldox GX4 is here. Users can now securely collaborate with others by adding a file to a Teams chat and then later checking that new document back into Worldox directly from Teams.

With everything that went on in 2020, we published a great deal of content, including blog posts, videos, and external articles. Here, we proudly present our greatest hits of 2020.

Last week, the 2021 Report on the State of the Legal Market was jointly released by the Center on Ethics and the Legal Profession at Georgetown University Law Center and Thomson Reuters Institute.  Among the many interesting points uncovered, some key findings include:

In this webinar, CPA firm partners offered insight into operational, technological, and workforce best practices.  Our panelists and moderator spoke about what their firms are doing to remain productive while supporting a flexible workforce.

Register for our upcoming webinar, Planning for 2021: What Your CPA Firm Must Consider, on Thursday, January 21, 2021 at 1pm ET.  In this webinar, CPA firm partners will offer insight into operational, technological, and workforce best practices.  Also, hear what their firms are doing to remain productive while supporting a flexible workforce. 

We traditionally mail our Annual Newsletter, but much like how 2020 broke all norms, we decided to go digital this year!