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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
H&CO Acquires Orlando CPA Firm Grennan Fender

Firm Management November 27, 2023 

H&CO Acquires Orlando CPA Firm Grennan Fender

The top 200 accounting firm says adding Grennan Fender will strengthen the advisory services it provides to clients.

Jason Bramwell

Weaver to Add New York CPA Firm Buchbinder Tunick

Firm Management November 24, 2023 

Weaver to Add New York CPA Firm Buchbinder Tunick

Effective Jan. 1, 2024, the deal adds 125 audit, tax, and advisory professionals, including 16 partners, to the top 35 firm.

Jason Bramwell

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Firm Management November 20, 2023 

Professionals on the Move – Nov. 2023

Professionals on the Move is a round-up of hiring and promotion announcements from around the profession.

Mary Girsch-Bock

Online Payment keyboard button

Firm Management November 19, 2023 

Ignition and Intuit Expand Partnership

Accounting and tax firms are now able to import their ProConnect clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates.

Isaac M. O'Bannon

Canopy Logo 2020

Firm Management November 16, 2023 

Canopy Engagements Automates Customizable Letters and Proposals

Canopy Engagements incorporates a form-like process, built to capture every detail with the ability to templatize each item a firm offers.

Isaac M. O'Bannon

EY Names Janet Truncale Global CEO

Firm Management November 16, 2023 

EY Names Janet Truncale Global CEO

Truncale, who will succeed Carmine Di Sibio on July 1, will be the first female global CEO of a Big Four firm.

Aprio Community Impact Week Supports 43 Non-Profits

Firm Management November 16, 2023 

Aprio Community Impact Week Supports 43 Non-Profits

Throughout Community Impact Week, Aprio volunteers completed projects at nonprofit organizations in Atlanta, Birmingham, Charlotte, Rockville, and more.

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Advisory November 16, 2023 

Elevating Your Accounting Practice: The Critical Role of a Value Committee

Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.

Jon Hubbard

Firm Automation

Firm Management November 15, 2023 

IRIS Software Group Announces New Firm Management Product for Accountants

IRIS Firm Management will deliver a "holistic collection" of solutions, including practice management, document management, workflow, and analytics.

Isaac M. O'Bannon

Forvis and Mazars Team Up to Create New Global Network

Firm Management November 15, 2023 

Forvis and Mazars Team Up to Create New Global Network

The global network, which will operate under the brand Forvis Mazars, will launch on June 1, 2024, according to both firms.

Jason Bramwell

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Firm Management November 15, 2023 

It’s Time to Re-Learn Office Etiquette

Now that most of us are back in the office at least part of the week, we're realizing that some of our deskmates plum forgot how to act in public.

Aprio to Add Bay Area Firm Rubens Partners

Firm Management November 15, 2023 

Aprio to Add Bay Area Firm Rubens Partners

As part of the deal, 14 Rubens Partners team members, including partners Sharon Rubens and Linda Martins, will join the top 30 firm.

Jason Bramwell

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