Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Firm Management June 11, 2026
One of the most immediate benefits appeared during client onboarding.
Payroll August 7, 2023
The founder of a human capital management advisory business assured payroll professionals that artificial intelligence will not replace their profession.
Accounting August 7, 2023
Applications for the 2024 accelerator program will be accepted through Nov. 30, 2023.
Accounting Technology Lab Podcast August 4, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, talk with Jeff Gramlich of Validis about changes in audit technology and the role of data.
Accounting August 3, 2023
Feldman will continue to oversee the transformation of the company’s service and fulfillment operations around standardization, sourcing and automation.
Accounting August 3, 2023
With BlackLine 5-Day Fast Track, new customers can ‘Go live in 5’ and be up and running on BlackLine’s financial close management platform.
Accounting August 3, 2023
This free, comprehensive practice aid is regularly updated to keep practitioners informed of the rapidly evolving digital assets landscape, enabling them to adapt to changes effectively.
Taxes August 3, 2023
The report found that required tracking documents, such as Forms 3210, Document Transmittal, are not included with these shipments and/or not prepared properly.
Payroll August 3, 2023
Third-party integration of data and HR tools can be a very manual process that relies on technical teams to customize integrations.
Firm Management August 1, 2023
With the enforcement of the FTC Safeguards Rule on June 9, 2023, firms involved in tax preparation are now required to meet a whole new set of requirements to avoid penalties.
Payroll August 1, 2023
The Summer Product Release Roundup incorporates a broad range of updates, each specifically designed to streamline processes...
Firm Management August 1, 2023
Keeping up with emerging trends is essential for staying relevant and connecting with your target audience effectively.
Accounting August 1, 2023
This new feature of the Canopy platform will provide accounting professionals with powerful insights to develop deeper advisory relationships with their clients and simplify complex firm data in a few clicks.