November 11, 2015
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
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Tags: Cloud Technology, Software, Technology
Firm Management March 6, 2026
Over the last five years, an increasing number of direct private equity investments in accounting firms has led to a dramatically higher number of indirect or subsequent “roll-up” transactions, the International Federation of Accountants says.
Technology March 5, 2026
A new consumer-focused tax filing platform was released Thursday by Prime Meridian, a Palo Alto, CA-based company that includes former IRS commissioner Danny Werfel as a strategic advisor.
Mergers and Acquisitions March 5, 2026
CRI's portfolio companies work together to provide clients with holistic guidance across both business and personal financial needs.
Taxes March 5, 2026
The analysis of 30,000 U.S. users with moderate trading activity found $435 million in inflated capital gains for the 2025 tax year alone—a 944% overstatement compared to actual gains of $46 million.
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.