November 5, 2014
There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.
Sign in to get access to this free resource, and all of our whitepapers and reports.
Register Now Already registered? Click here to Log In
Tags: Firm Management, Technology
Firm Management October 23, 2026
Connect your team, clarify next steps, and cut the chase—so your practice grows. Here’s how.
Taxes October 23, 2026
Agentic tax preparation helps firms reduce repetitive preparation work, increase capacity, and give tax professionals a stronger starting point for review.
Nonprofit October 23, 2026
The Forvis Mazars Foundation focuses its charitable giving on three pillars: health and wellness, education, and food security.
Technology October 23, 2026
The integration makes Klarna available as a payment option for TaxDome’s 15,000+ firm customers and their 6 million clients.
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.
.
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
.
