Q. I want to build some surveys that I can use with my clients to collect feedback and get some metrics. What is a good way to collect responses? A. Surveys are great for collecting information from ...

Ask the Expert is a formatted feature on bostonmagazine.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions ...

Here are some tactics that work well for us: Send a brief video tutorial (with the tax organizer) before tax season. Use ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Wichita’s 360ideas has launched a new division with the ...

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...