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November 5, 2014
2014 Review of Citrix ShareFile
Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.
Technology December 13, 2025
Value Insights Debuts Solution That Maximizes the Value of Clients’ Non-Cash Charitable Gifts
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
Certinia 2026 Winter Release Includes New AI Agents, Dynamic Playbooks, and Faster Quoting
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
Cetrom Joins CCH Marketplace
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.
Technology December 13, 2025
Bookkeeper360 Unveils Mobile and Web App Featuring AI-Powered Virtual CFO
Bookkeeper360 announced Dec. 11 the launch of its iOS and Android mobile and web application featuring Business Optimization Learning Technology, an AI-powered virtual CFO.