Technology June 9, 2026
TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
Accounting August 14, 2022
What the Inflation Reduction Act Means for Cryptocurrency Regulation
As part of the Act, the IRS is receiving an allocation of approximately 80 billion dollars over the next 10 years.
Accounting August 14, 2022
Executives Agree Finance and Accounting is Key to Business Growth, but Few Make the Investment
Only 24% of executives say they are investing in these functions to drive growth. Rather, they say they are focusing resources on efficiency, resulting in potentially limited expansion opportunities
Accounting August 14, 2022
Grant Thornton Adds Forensic and Anti-Laundering Leader
Stumbauer will use his extensive cryptocurrency, AML, sanctions and Foreign Corrupt Practices Act acumen to further bolster and expand Grant Thornton’s financial crimes capabilities.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...
Firm Management August 5, 2022
Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...
Advisory August 5, 2022
Is Artificial Intelligence Becoming a Tool for Financial Advisors?
AI is making financial advisors more efficient and more connected with clients. But some challenges persist.
Accounting August 3, 2022
2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros
The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...
Advisory August 1, 2022
4 Ways CPAs Can Benefit from Automation
With the increased time savings, accuracy, clientele growth, and work–life balance that automation provides, it’s no wonder that the financial automation market is growing rapidly.
Firm Management August 1, 2022
4 Steps to Help Clients Survive the Great Resignation
Surviving The Great Resignation is possible, but your client may need a little help to transition to the new mindset of employees.
August 1, 2022
Leveraging Value-Added Services For Higher Quality Engagements With Clients
Unearthing a client’s needs may not be as simple as asking them to employ your consulting services, but it won’t take intensive investigative work either.