November 5, 2014
SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...
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Tags: Cloud Technology, Technology
Technology October 21, 2026
Custom integration uses Melio capabilities to cover accounts payable, accounts receivable, and configurable workflows under the Bookkeeper360 brand.
Taxes October 21, 2026
Tax professionals are being urged to preview their security plans and IT readiness.
Technology October 21, 2026
The two companies say they are giving accounting firms an AI-native path for each new client: from system setup and data migration through to the first month-end close.
Technology October 21, 2026
Tax automation platform GruntWorx announced a new series of partner‑driven educational events designed to help firms streamline tax workflows, strengthen compliance, and expand their capacity.
Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies.
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Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL).
Email: isaac.obannon - @ - cpapracticeadvisor.com
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