PYMNTS

JULY 23, 2018

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

social media 101

social media Marketing Automation Taxes Software 101

Perficient

DECEMBER 7, 2020

Replace paper-based processes for submitting tax forms, providing payment, and signature. Create marketing automation based on where a broker/employer is in their sales cycle to keep them moving on their journey. Digitize the group set-up workflow when business has closed.

Groups 294

Groups Comparison Industry Tools 294

Gonzobanker

MAY 14, 2018

Banks should engage customers digitally and write about “helping customers with their taxes or something [valuable]… earning the right to promote.” Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix. The Intuvo booth was slammed like last year.

Branding 121

Branding Industry Apple Marketing 121

Gonzobanker

DECEMBER 19, 2017

Payments chaos. Batch Payments Award – Goes to Cornerstone ’s own Steve Williams, who navigated a 10-minute line to pay for a batch of drink tokens with a credit card to barter with bartenders. With sessions about the future of payments. New Hot Category Award : Marketing Automation. Heavy-handed regulators.

Conference 91

Conference Industry Community Bank Community 91