A brief how-to on creating new and customized account templates in the system, which can be used for guest accounts and permanent accounts. Topher, an avid Mac user for the past 15 years, has been a ...

Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

If you've ever worked with a paid version of Google Workspaces, you know you can upload your own templates to Google Docs and use them as needed. And working with templates can certainly help make ...

The G-20 Data Gaps Initiative outlined a number of recommendations for addressing data gaps arising from the recent global crisis. These recommendations were presented in the report of the IMF and ...