Glossary

Browse the site's published reference terms and opted-in content.

2 entries in this view.

S

StripeEntry
How to Raise Your Fees on Long-Standing Clients How to Raise Your Fees on Long-Standing Clients Signs you've let a legacy client drift When to send it How much Gap under 15% Gap of 15–30% Gap over 30% What to actually say Fee increase letter template When they push back "That's a big jump." "Can you keep my old rate?"

Top 7 AML Software Solutions for Accountants, Bookkeepers & Tax AdvisorsEntry
Top 7 AML Software Solutions for Accountants, Bookkeepers & Tax Advisors Top 7 AML Software Solutions for Accountants, Bookkeepers & Tax Advisors Important: Defining AML Software Solution for This Comparison FigsFlow FigsFlow Logo Key Features of FigsFlow Pros/Cons of FigsFlow SmartSearch SmartSearch Logo Key Features

30-Minute Live Practice Walkthrough

No scripted sales pitches. Just 30 minutes with a practice specialist walking through your firm’s real-world workflows and bottlenecks.

Live Practice Stream

Real-Time Sync

Apex Advisory LLC · Form 1120-S Auto-Captured

Website Intake & CRM Pipeline Provisioned

Engagement Letter & Scope E-Signed

Integrated E-Signatures Legally Binding Scope

SharePoint Vault & Jobs M365 Native

Firm SharePoint Tenant Jobs & Deadlines Active

Invoice #2026-884 · $4,500 Paid via ACH

Instant Bank Reconciliation 100% Collected

100% M365 Native

0 Re-keying

14 hrs Saved / Wk

Single Persistent Architecture · Zero Data Silos

SOC2 Type II & M365 Encrypted

Unified Spine

Eliminate 5 disconnected tools. One single truth from initial web inquiry to final tax archive.

Zero-Cloud Host

Files, auth, and permissions remain inside your own SharePoint. Zero third-party file storage.

48-Hr Setup

Live in under 48 hours with white-glove onboarding tailored directly to your firm's pipeline.