CRM software saves you time by allowing you to manage your practice more efficiently. You can do everything from billing, sending invoices, and managing client information with just a few clicks/taps.

No one becomes an expert customer relationship management consultant or reseller overnight, but many who have found success in CRM, either recently or over many years, find that the rewards outweigh ...

Canopy, a provider of cloud-based practice management technology for tax and accounting firms, secured $11 million in a new round of funding Tuesday. The latest financing round includes a new investor ...