Instead of sending out pdf documents to clients, we started presenting our ideas in Web chat sessions, using screen-sharing software to show potential buyers a 3-D interactive model of our proposed design.
The service is targeted at small and regional accounting firms, but could scale to any profession managing lots of documents on behalf of clients (advertising agencies, legal firms, financial advisors).
It's been nearly two months since the Panama Papers first made headlines, and still there's so much more to learn from the millions of documents exposing clients of the notorious Panamanian law firm Mossack Fonseca.
A federal judge ordered the accounting firm of KPMG yesterday to turn over names and related documents of tax-shelter clients within 10 days.
The Panama Papers' 11 million plus documents detail how thousands of clients of one Panama law firm used shell corporations to hide billions of dollars in cash and other assets.
A federal judge in Philadelphia rejected on Tuesday a motion to dismiss an I.R.S. summons to the investment company, the SEI Private Trust Company of Oaks, Pa., to hand over documents, including a list of clients who bought the tax shelter from a company that caters to doctors and dentists.
The proportion of clients documented to have been provided with educational resources was disappointingly low throughout the study.
This involved observation of ICTC, photo documentation of ICTC, semi- structured interviews with service providers, exit interviews with clients and documenting few case studies of clients.
It introduced a number of these last Fall at Boxworks including LegalZoom, which uses Box's content services to manage the flow of documents between clients and attorneys.
In his ruling, the judge said that there was a strong and obvious public interest in the disclosure of the documents, but not the names of clients.
