Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.
As a busy, in-demand IT professional, you may you pride yourself on your multitasking skills. If you’ve been in the field for a while, it may feel like no sweat to “put out a fire”... Read More
This month (in honor of her birthday), we’re celebrating Carin Mehling, Trumpet’s beloved bookkeeper. While Carin does a lot of very important things for internally and for our clients, she’s also artistic. In fact, she... Read More
Change – it’s a word that can almost always elicit groans from even the most steadfast of teams. In the day-to-day of a busy law practice making the change to a new system, like implementing... Read More
A PDF, or a portable document format, is as common an office document type as a Word or Excel document. But did you know there are different types of PDFs? In fact, the type of... Read More
The long-awaited fees survey report is here. Bob Veres of Inside Information has compiled valuable information on how advisory firms are pricing their services, so you can decide whether, under any hypothetical guidelines (including, perhaps, the DOL Rule), your asset... Read More