August 14, 2015
SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.
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Tags: Technology
Technology December 13, 2025
Value Insights launched a web-based, AI-backed application that identifies, substantiates, valuates, and documents clients' non-cash contributions with a simple click of a camera.
Technology December 13, 2025
This newest release builds on Certinia’s agentic AI plans, taking aim at the everyday bottlenecks that slow down professional services, customer success, and accounting and finance teams, the Austin, TX-based company said.
Technology December 13, 2025
This strategic collaboration aims to provide accounting firms using Wolters Kluwer solutions with a performance-built, secure, reliable, and compliant remote access solution for all their tax applications.
Firm Management December 11, 2025
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.