Document Management Pt. 2

In this episode, Trevor and Nick continue their discussion about document management for accountants and discuss how to use OneDrive as a scratch pad and move files to the right place all in the cloud.


Automation and Workflow

Welcome to Season 3 of the Accounting Technology Fireside chat!

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Increase Customer Satisfaction Through Automation

In this episode, Trevor and Nick Explore Microsoft Power Automate and discuss how process automation can increase customer satisfaction and improve...

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Email Migration

In this episode, Trevor and Nick discuss email migration and the issues around this complex topic. This is a must-listen if you are planning to move...

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