November 12, 2015
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...
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Tags: Cloud Technology, Technology
Technology April 30, 2026 Sponsored
Technology is rapidly reshaping the accounting and tax profession. AI, automation, unified tech stacks, and cloud-based platforms are moving from emerging ideas to everyday tools, changing how firms operate, collaborate, and serve clients.
Accounting April 30, 2026
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
Mergers and Acquisitions April 30, 2026
CompliancePoint, a provider of risk management services focused on information security, data privacy, and regulatory compliance, will join Wipfli in a transaction expected to close on May 1, the top 25 accounting firm said on Thursday.
Advisory April 30, 2026
TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, has announced its 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress.
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.