HACKENSACK, N.J., May 02, 2023 (GLOBE NEWSWIRE) -- Paperclip, Inc. (PCPJ) announced today that its Mojo service has helped a large client optimize its data entry. Advisors Excel, an Independent ...

Alice, The Mad Botter’s flagship data platform, addresses this challenge by bringing disparate systems together and giving ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

Nearly every accountant has used AI in one form or another, whether for their clients or their own firm, but not necessarily for accounting, according to a report from Intuit QuickBooks. Processing ...

New collaboration helps agencies reduce duplicate data entry and streamline personal lines workflows CANBY, Ore., Feb. 5, 2026 /PRNewswire/ -- HawkSoft, a leading agency management system for ...

Moneyinfo has partnered with ZeroKey to simplify and accelerate adviser data access to integrations across the wealth management ecosystem. The firms said this means advisers can access and re-use ...

Data organization and data gathering have been some of the most vital necessities for the success of small and large businesses alike. Building a data entry unit from the ground up can be ...

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