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As a financial service provider, you may not have considered a CRM as essential for your business. The bricks and mortar of financial providers are Quickbooks and other fintech tools, right?  Actually, the right CRM can help you boost your revenue, maintain relationships with existing customers, get paid faster and avoid admin and scheduling time...

At vcita, we know that clients love having the power to do things when it is most convenient for them, which doesn’t necessarily mean during your business hours.  So what happens when the mood strikes and a client wants to book an appointment at 2 am on a random Tuesday night? Sure, there’s a chance […]

Tax season is already in full swing. If you’re a tax professional, this is your time to shine...

The amount of time people spend on the internet has reached an all-time high, with reports showing that in 2022 the average global user will be online for nearly seven hours a day. Compared to the less than seven hours of nightly sleep the average person gets, it really puts things in perspective.  There is […]

At vcita, we know it takes a village to run a small business, and we don’t just mean people. These days, using apps is a huge part of making things run smoothly for small businesses, from scheduling to marketing campaigns.  But when using multiple apps, the desire to make things easier can actually backfire...

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