March 13, 2015
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
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Tags: Firm Management
Mergers and Acquisitions February 9, 2026
KPMG says the PrivateBlok team will focus on developing AI-first products, enabling persistent services through software-based commercial models, and advancing client offerings.
Mergers and Acquisitions February 9, 2026
The Englewood, CO-based advisory, accounting, and technology consulting firm said Monday it has acquired Wagner, Kaplan, Duys & Wood, an advisory and tax services firm in Rockville, MD.
Firm Management February 9, 2026
A new study shows that 88% of organizations experienced at least one security incident that undermined trust in digital communications over the past 12 months.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.