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
Firm Management June 11, 2026
Chicago-based Crowe is now among the largest accounting firms in the country to receive private equity funding after selling a stake to global investment firm KKR in a deal reportedly valued at nearly $3 billion.
Firm Management June 11, 2026
Home office professionalism matters because client trust in virtual meetings is built fast.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Technology June 10, 2026
The module has evolved into a native system of record that unifies client workflows with general ledger data to automate ledger monitoring, issue surfacing, and reporting, Canopy says.