1 Presti & Naegele • For accounting firms, managing many clients on multiple versions of their accounting software poses a real challenge — how do you store and quickly access information about which version the client uses to provide the best possible service? Spreadsheets weren’t doing the job for Presti & Naegele, so the firm build a customer relationship management (CRM) app on Intuit QuickBase that ensures accurate information and resul

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