How to Kick-start a More Efficient Tax Season with CRM

Tired of working out of that infamous box in your tax partner’s office? Think there must be a better way to stay organized during busy season? There is – and it all begins with a customer ... More

Have you checked your billing manager’s workbench lately?

Your firm’s billers shouldn’t be spending their time doing paperwork. And if they are, you may want to take another look at their system. Go ahead, look. Most likely, if your firm isn&rsqu ... More

Chhhhhanges … How to manage the cultural change a CRM system brings

So, your firm has made the big decision to invest and implement a customer relationship management system. Good for you. Now, it’s time to make sure the transition goes as smooth as possible. Co ... More
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Recent News

Templeton Solutions Selected as CRM consultant of choice for BlumShapiro
Dec 15, 2011
Templeton Solutions, developers of TC Practice Management (TCPM), a Practice Management solution built on Microsoft Dynamics CRM, is pleased to announce that BlumShapiro has selected them to assist with developing a firm-wide CRM strategy.
Templeton Solutions Named a 2011 VAR Star by Bob Scott's Insights
Dec 14, 2011
Progressive Media Group’s Bob Scott’s Insights has selected Templeton Solutions as a winner of its 2011 VAR Stars award.
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