November 5, 2014
SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...
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Tags: Cloud Technology, Technology
Technology September 30, 2026
Designed for accounting firms that want to integrate, automate, and build on Canopy across their tech stack, the new API platform securely shares core data and workflows with other internal systems.
Technology September 30, 2026
AuditDashboard, a provider of client engagement management technology, launched AI Connectors, which give accounting firms the ability to connect Claude, ChatGPT, or Microsoft Copilot directly to their engagements
Technology September 30, 2026
Financial decision intelligence platform MindBridge unveiled new capabilities designed to strengthen financial oversight as artificial intelligence and automation take on more work across finance and audit.
Technology September 30, 2026
Accounting Seed's AI model builds knowledge of each business’s workflows, approval paths, policies, and revenue recognition rules, then applies that knowledge when answering questions and completing work.
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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