December 20, 2015
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...
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Tags: Technology
Auditing September 9, 2026
Caseware also launched an AI-first evolution of its Client Requests approach, bringing the same engagement intelligence into the audit preparation workflow.
Firm Management September 9, 2026
The suite combines Agents with its AI orchestration layer, USDb business-grade stablecoin and native ERP integrations.
Firm Management September 9, 2026
Done poorly, however, extra capacity can simply move the bottleneck downstream.
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The professional services automation platform has unveiled the System of Action for services businesses, backed by the largest expansion of its Veda AI suite to date.
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.
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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
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