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What’s in a name: How to make sure your naming conventions are a help, not a hinder to your practice efficiency

What’s in a name: How to make sure your naming conventions are a help, not a hinder to your practice efficiency

Jul 18, 2019 | Best Practice

Don’t you hate it when you go to find a document or email you clearly remember seeing/preparing/receiving, but no matter how many search phrases you enter, you can’t put your hand on it? Worse still when you find it hiding in a location that makes no sense at all? ...
New Year, New Technology – what systems and process should your firm invest in, in 2020

New Year, New Technology – what systems and process should your firm invest in, in 2020

Jul 15, 2019 | Best Practice

A new financial year is a great time to revisit, review, and renew your internal systems and processes, and map out a plan for projects that will support your team and business to grow over the year ahead. To help you do so, we’ve created a hit list of key business...

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