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NEW!  Workflows Feature in CARET Legal

CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application.  The reason is clear: it excels in contact management, matter management, document management, calendaring, CRM, time & expense tracking, and billing and...

Scam Alert! Some Sage Phone Support Numbers May Have Been Hijacked

We had a disturbing conversation with a client this past week. He called us because he was suspicious after speaking with Sage Support about a potential data corruption issue in his Sage 50 database. The support technician remoted into his database, poked around a...

Important News Regarding QuickBooks Desktop Software

All good things must come to an end.  On November 30, QuickBooks Pro Advisors received a message from Intuit Corporation, the manufacturer of QuickBooks.  Here are the highlights of their announcement:  "Today we're announcing important changes to Intuit QuickBooks...

Now is the Time: Moving Forward!

This is the third in a series of articles listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look towards the end of the calendar year.  The first article (Planning for 2024: Now is the Time) looked at the...

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