by Dana Riel | Oct 21, 2024 | QuickBooks
(2-minute read) As 2024 winds to a close, we think it is important to advise our readers of upcoming changes to their end-of-year processes. Intuit Corporation, the maker of QuickBooks Online and QuickBooks Desktop, recently announced some changes for those clients...
by Dana Riel | Jul 9, 2024 | Accounting, QuickBooks
Recently Intuit Corporation announced changes both to their QuickBooks product line and product pricing. We want our clients to be aware of these upcoming changes. Change #1: QuickBooks Desktop — It’s Not Dead Yet Intuit “heard your feedback” and has extended...
by Dana Riel | Jun 11, 2024 | Caret Legal, Law Firm Technology, Migrations, ZenCase
(3 minute read) Crosspointe Consulting Group is proud to announce a new addition to our team: David Michael of Michael Matters, Inc. from Wisconsin. With over 20 years of experience in supporting and integrating software for law firms and legal agencies, David brings...
by Dana Riel | Jun 5, 2024 | Caret Legal, Practice Management
(2-minute read) In May, CARET was proud to announce and release their latest features to their award-winning application, CARET Legal. Among those features were noticeable enhancements to their workflow functionality. A workflow is an automated set or template of...
by Dana Riel | Apr 23, 2024 | Document Management, Timeslips
3 minute read A couple of weeks ago, I received a request from a client. An attorney in her firm was leaving, a new one was joining, and clients needed to be notified of these changes. Was there a way to do this efficiently? Since the client was using Timeslips...