November 5, 2014
There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.
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Tags: Firm Management, Technology
Firm Management October 9, 2026 Sponsored
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
Firm Management September 9, 2026
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
Financial Reporting September 9, 2026
She brings more than 20 years of experience building and leading sales organizations across North America and EMEA.
Accounting September 9, 2026
Despite increased investment and accelerating AI adoption, the industry's biggest surveillance challenges have moved surprisingly little since 2024.
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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