Blog Category: Video
5 Keys to Marketing Your Accounting Firm in 2022
October 13, 2021Discover five ways to market your accounting firm to attract new clients in this new phase of social media and technology...
Leveraging Social Media to Attract New Accounting Clients
September 15, 2021A successful social media strategy can help your accounting firm build trust and connection through content and community...
OfficeTools Esignatures Functionality
February 15, 2019Check out the hot new feature built in to OfficeTools, and see how the Esignature functionality connects to the Documents tab...
Maximize Opportunity to Connect with Your Full Contact List in OfficeTools
February 8, 2019Explore the full CRM capability of OfficeTools to create better connectivity and consistency with your prospects, current clients, and peers, and Work as One...
OfficeTools Esignatures — A Must Have for the Digital Firm
February 16, 2018Every modern accounting firm needs digital signatures...
Industry Interview: David Wyle
December 22, 2016Michael Giardina, CEO of OfficeTools, discusses outsourcing and digital workflow with David Wyle, CPA, President & CEO, SurePrep...
Industry Interview: John Higgins
November 14, 2016Michael Giardina, CEO of OfficeTools, discusses the importance of education and leveraging technology with John Higgins, CPA, CITP, CPA Crossings...
Industry Interview: Robert J. Chandler
November 2, 2015Michael Giardina, CEO of OfficeTools discusses B2B and B2C collaboration through cloud technology with Robert J...
Industry Interview: Chris Frederiksen
January 8, 2015Michael Giardina, CEO, OfficeTools interviews Chris Frederiksen, CPA, PANALITIX about succession and transition planning with firms...
Industry Interview: Joe Woodard
December 11, 2014Michael Giardina, CEO, Office Tools interviews Joe Woodard, CEO, Woodard Consulting about how technology is changing firms...
Industry Interview: Matt Holdsworth
November 20, 2014Michael Giardina, CEO, Office Tools Professional interviews Matt Holdsworth, owner, Holdsworth & CO about the cloud and working remotely...
Industry Interview: Damon Gage
November 13, 2014Michael Giardina, CEO, Office Tools Professional interviews Damon Gage, Vice President of Sales, Cloud9 Real Time about the reasons people move to the cloud...