Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
CCH s ProSystem fx Portal provides bidirectional file exchange capabilities for documents such as tax returns and financial statements. The service supports PDF files, Microsoft Excel spreadsheets, ...
FTP (File Transfer Protocol) is a standard network protocol used for accessing or transferring files between a client and a server over a computer network. However ...
I'm stumped. Normally to restore client files from our windows backup server one goes to the Dashboard on a domain PC, selects Devices -> [Select Client PC] -> Restore files or folders for the ...
Most lawyers keep and maintain client files, typically reflecting key correspondence and developments. There can be occasions where the client file is requested for return or transfer. For example, ...
Making a file read-only in Windows means you or a colleague are less likely to delete or change it accidentally. This can be helpful if you don't want any unintended changes to client contracts or ...
GeekSuit has released Client Folder Maker 5.0, a feature update to their folder creation and management utility for macOS. It allows anyone to set up a hierarchy of folders once, then instantly ...
Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...
As the nation’s Baby Boomers retire, practice discontinuances and sales of all or part of CPA firms are on the rise. The rise in firm discontinuances and sales brings with it a host of practitioner ...
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