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BUYERS GUIDE: Healthcare Compliance Software

Healthcare compliance shouldn’t be chaotic, manual, or overwhelming. Whether you're dealing with audits, staff turnover, or inefficient tools, the Buyer's Guide to Healthcare Compliance Software helps you find a better way. This comprehensive resource walks you through evaluating your current process, identifying essential features, and choosing a platform that reduces risk, improves efficiency, and prepares your team for anything—without burning out.

Download the guide and take the first step toward confident, compliant operations.

Preventing Workplace Harassment ─ 2025 Edition

Have your employees met their harassment prevention training requirements for 2025? If so, did they find your training relevant and engaging?

With the year half over, now is the time to ensure your workforce is compliant and protected with harassment prevention training that employees actually enjoy watching and remember. Watch on-demand webinar and demo of our Preventing Workplace Harassment training and learn why legal experts recommend training every employee, regardless of location, to strengthen your compliance posture and legal defense against lawsuits.

Relatable story-based learning: First-person narratives and real-world scenarios create a powerful connection with learners.
Cinematic-quality videos: Explores “gray area” situations to help employees navigate nuanced challenges.
Comprehensive coverage: Beyond sexual harassment, training addresses bias, discrimination, bullying and the ripple effects of seemingly small actions.
Empowers bystanders: Equips employees with actionable skills to intervene, recognize boundaries and confront harmful behaviors.
Interactive and memorable: Gamified exercises and nuanced scenarios keep learners engaged and drive retention.
100% compliant: Our in-house legal experts ensure training is 50-state compliant and meets federal regulations. Learners have instant access to overviews of state harassment and discrimination laws and can submit questions that our legal experts will quickly answer.
Accessible to users with disabilities

Whether in the process of having employees complete annual anti-harassment training or evaluating the effectiveness of your current training program, you don’t want to miss this webinar.

Discrimination Prevention for Managers ─ After the Executive Orders

Every manager decision can now trigger a discrimination claim.

Executive orders are redrawing compliance lines and employees across every demographic feel empowered to file complaints. Yet most managers have no idea what’s legally protected, what’s just controversial, or where the real risks lie.

Watch our on-demand webinar that’s part learning session, part sneak peek into Traliant’s new Discrimination Prevention for Managers training, our engaging, scenario-based online course designed specifically for today’s workplace. You’ll gain practical insight into how current legal developments are affecting the responsibilities of supervisors and managers, and what HR teams can do to mitigate risk. 

You’ll walk away with:

A clear understanding of the new legal risks facing employers now. 
Real-world examples of how issues like DEI discrimination, gender identity protections, and “reverse discrimination” are likely to show up in the workplace—and how managers should respond. 
Insight into tricky topics such as English-only rules, religious objections and discrimination against majority groups. 
A first-hand look at how the course uses interactive storytelling to explain in clear language issues that managers need to be alert to now and how to address them.

Ensuring Buy-In on Compliance Software

Purchasing a solution that transforms the way you work is valuable for everyone in your organization. You just need to help them understand what’s in it for them.

This cheat sheet will help you navigate the buy-in process by giving you key insights on what each stakeholder cares about, how they’ll benefit, and strategies to gain their support.

Get the right people on board and make your compliance software purchase smooth and successful.

MASTERING MEDICARE ENROLLMENTS: A Smarter Approach for Credentialing Professionals

Enrolling providers in Medicare shouldn’t feel like navigating a maze — but one wrong step can lead to delays, denials, and lost income. Whether you’re managing revalidations, onboarding new hires, or correcting provider data, every day counts.

Created in collaboration with Principal of KRS Management Group, LLC, Kelley Sewell, this guide is your essential resource for avoiding the most common enrollment pitfalls and streamlining every step from initial applications to revalidations.

Inside the guide:

Why a one-day delay could cost you over $10K
Common causes of enrollment delays and how to prevent them
How to reduce errors using automation and data syncs
And more!

If you handle credentialing or enrollments, you can’t afford to miss this.

Fill out the form to download the Medicare Enrollment Guide now.

The Ultimate Checklist To Get Real Value From AI in Healthcare Compliance

In an environment where accuracy, accountability, and safety are non-negotiable, any tool introduced must meet a higher standard. So, how do you know which artificial intelligence (AI) tools or workflows will go beyond the buzz to provide real impact in a high-risk environment with little room for error?

Download this checklist to help you separate AI hype from real-world value. With AI that makes a real impact, you’ll gain a competitive edge and be better positioned to overcome today’s financial pressures and uncertainty.

Use the checklist to:

Avoid regret when selecting new AI-enhanced tools
Get the greatest impact from AI in your existing technology
Make the case for AI that will make a difference

Compliance Reports Healthcare Leaders Can’t Live Without

Without complete healthcare workforce compliance and credentialing reports, your risks are higher, you’re reactive, and you have a greater chance of penalties and lost revenue.

Use this guide to see if you have the information you need to surface trends and take action. With report examples, you can replicate the insights and provide the information and visibility leaders expect. You'll be confident your reports are working FOR you, saving time and stress.

Here are the nine report examples you get when you download the guide:

Compliance Training Report
Incident Trend Report
Policy Details Report
Contract Details Report
Credentialing Report
Payer Enrollment Report
Payer Roster
Exclusions Report
Board of Directors Report

10 Reasons Businesses Shouldn’t Use QuickBooks

Are you still relying on QuickBooks for your growing business? Discover why leading finance directors are making the switch in our new ebook, "10 Reasons Businesses Shouldn't Use QuickBooks."

This concise guide reveals the hidden limitations of QuickBooks that could be holding your finance team back. You'll learn how more advanced financial management solutions can streamline operations, improve reporting accuracy, and empower your strategic decision-making-capabilities that QuickBooks simply can't deliver as your business scales.

Why download this ebook?
If your organization is outgrowing QuickBooks, this resource will help you identify the roadblocks to efficiency, compliance, and growth that many finance leaders face. It’s packed with actionable insights to help you modernize your finance function and gain a competitive edge.

Inside, you’ll discover:

Why QuickBooks falls short for accountants and finance leaders-and what you need for deeper financial insight and compliance.
How limited automation and poor integration waste your team’s time-and what best-in-class automation can do for your close process and forecasting.
The risks of manual workarounds and spreadsheet dependency-and how better tools can free up your team for strategic tasks.

Don’t let outdated tools slow your progress. Download the ebook now and see how your finance team can work smarter, not harder.

5 Signs Your Engineering Firm Has Outgrown QuickBooks

Is your engineering firm still relying on QuickBooks to manage complex projects and multi-entity operations? Our new ebook, “5 Signs Your Engineering Firm Has Outgrown QuickBooks,” reveals the critical limitations holding back growing engineering services organizations-and how you can break free.

This essential guide explains why so many finance directors in the engineering sector are moving beyond QuickBooks to solutions like Sage Intacct. You’ll discover how to eliminate manual workarounds, gain real-time project profitability insights, and automate revenue recognition-capabilities that QuickBooks simply can’t provide as your firm scales.

Why is this ebook valuable for engineering finance leaders on QuickBooks?
Engineering firms face unique financial challenges: complex project accounting, multi-entity management, and evolving billing models. QuickBooks, built for basic accounting, forces teams into error-prone spreadsheets and manual processes that drain resources and hinder growth. This ebook shows you how to modernize your finance function, streamline your workflows, and provide your leadership team with the insights they need to drive profitability and growth.

Key Takeaways You’ll Find Inside:

Automate and Integrate: Learn how to eliminate hours of manual data entry and spreadsheet reconciliations with automation and seamless integration-freeing your team to focus on strategic work, not repetitive tasks.
Real-Time Project Profitability: Discover how to gain instant visibility into project margins, utilization rates, and earned value with dimensional reporting and customizable dashboards, so you always know which projects and clients drive your bottom line.
Simplify Multi-Entity and Revenue Recognition: See how to manage all your entities in one place, automate intercompany transactions, and ensure compliance with complex billing and revenue recognition standards-without the headaches of manual consolidations and error-prone spreadsheets.

Don’t let outdated tools limit your firm’s potential. Download the ebook now to see how leading engineering finance teams are working smarter, not harder.

5 Signs Your Professional Services Firm Has Outgrown QuickBooks

Is your professional services firm still relying on QuickBooks? Discover the five Key signs you’ve outgrown it-and how top firms are accelerating growth and profitability by making the switch-in our new ebook, “5 Signs Your Professional Services Firm Has Outgrown QuickBooks.”

This concise, actionable guide outlines the unique challenges facing finance leaders in the professional services industry, from manual processes and multi-entity headaches to project profitability blind spots and revenue recognition complexities. If you’re producing reports in Excel, struggling with complex billing, or spending too long closing the books, this ebook is tailored for you.

Why download this ebook?
QuickBooks may have served you well in the early days, but as your firm grows, it can trap your team in inefficient workflows and error-prone processes. This guide reveals how modern financial management solutions empower finance leaders to automate operations, gain real-time visibility, and make data-driven decisions that drive firm-wide performance and client satisfaction.

Key Takeaways You’ll Find Inside:

Eliminate Manual Processes: Learn how automation and integration can free your team from time-consuming data entry, reduce errors, and streamline billing, revenue recognition, and financial close.
Gain Real-Time Insights: Discover how to move beyond outdated, disconnected Excel reports with real-time dashboards and dimensional reporting-so you can analyze profitability by client, project, or practice area instantly.
Simplify Multi-Entity & Complex Billing: See how purpose-built solutions handle multi-entity management and sophisticated revenue recognition, eliminating manual consolidations and ensuring compliance with accounting standards.Don’t let outdated tools hold your firm back.

Download the ebook now and see how leading professional services finance teams are working smarter, not harder

5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks

Is your organization still relying on QuickBooks to manage your growing financial needs? As nonprofits expand, so do the complexities of their finances-and QuickBooks often can’t keep up. That’s why we’ve created the must-read ebook, “5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks (and What to Do About It).”

This concise guide is designed specifically for nonprofit financial leaders. It explores the unique challenges nonprofits face as they scale, from complex grant management to mission-critical reporting, and reveals how modern cloud solutions can help you automate, streamline, and amplify your impact.M

Why Download This Ebook?
If you’re spending too much time on manual processes, struggling with reporting transparency, or finding audits increasingly difficult, this ebook will help you identify the warning signs and show you how to move forward confidently. You’ll learn how to save valuable hours, improve stewardship, and support your mission with better data and automation.

Key Takeaways:
Unlock Real-Time Visibility: Discover how to move beyond backward-looking reports and gain instant, actionable insights into your organization’s financial health, program outcomes, and donor impact.

Automate Manual Workflows: Learn how modern nonprofit accounting solutions eliminate error-prone spreadsheets, streamline revenue recognition, and accelerate your monthly close-freeing your team to focus on mission advancement.

Strengthen Stewardship & Compliance: See how a robust audit trail and integrated systems make audits easier, improve transparency for donors and boards, and support sustainable growth without adding headcount.

Don’t let outdated tools slow your mission. Download your copy of “5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks” now and discover how leading nonprofits are building stronger, more agile finance operations.

Trump’s Workplace Executive Orders: What Compliance Leaders Need to Know

This on-demand webinar addresses the White House’s new executive orders on workplace training affecting DEI and harassment prevention and recent court rulings.

In the current socio-political climate, shifting legal requirements, political pushback and changing workforce expectations have created new challenges for HR professionals in ensuring compliance while fostering inclusive, respectful workplaces.

This webinar addresses the White House’s new executive orders on workplace training affecting DEI and harassment prevention and recent court rulings, state mandates and organizational risk management considerations. The session will discuss how to balance compliance obligations with the realities of today’s polarized environment while maintaining training programs that are both effective and legally sound.

Your Clients Want Flexibility. Are You Listening?

Did you know that up to 89% of legal clients prefer their firms to offer payment flexibility? It’s quickly becoming a key factor in client satisfaction and retention.

Our Payment Plan User Survey highlights why offering monthly payment options could be the game changer your firm needs.

With actionable insights from real users, you’ll understand:

Why clients value payment plans (and how they impact decision-making).
The connection between payment flexibility and client loyalty.
Best practices for incorporating payment plans into your A/R strategy.

QuickFee’s monthly payment plans are designed to benefit both your law firm and your clients, ensuring you collect payments faster while building on your relationships.

But don’t just take our word for it! Check out the survey to understand what clients are looking for.

From 48 to 17 Days: How This Firm Transformed A/R

What if you could reduce your firm’s average time-to-payment from 48 days to just 17 days?

That’s exactly what one professional services firm achieved after trying QuickFee’s monthly payment plans and digital options.

Read the case study to see how this firm drastically improved their A/R with QuickFee

Here’s why both law and accounting firms love our payment plans:

Accelerated Cash Flow: Reduce the A/R cycle while maintaining client trust.
Revenue on Time: Hit your financial targets without chasing payments.
Improved Client Relationships: Offer clients the flexibility they need.

Take the next step towards faster payments and better cash flow for your firm!

Your Guide to Reduce A/R and Improve Cash Flow

Thank you for recently downloading “Don’t Be a Bank for Your Legal Clients: Key Tactics to Reduce Accounts Receivable in Law Firms.”

At QuickFee, we understand the unique challenge law firms face with Accounts Receivable (A/R). It’s all too common to have funds tied up for months – hurting cash flow and making your revenue targets harder to hit.

With a monthly payment plan option, you can break the cycle.

By offering clients flexibility, you’ll speed up collections while maintaining strong client relationships.

Curious to see how it works? Watch this short video explaining how to streamline collections and improve cash flow for your firm.

Get paid on time, reduce your A/R, and focus on what matters most—running your firm.