Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
Technology November 6, 2026
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
November 6, 2026
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November 5, 2026
June 26, 2014
Small business accounting and tax company Intuit has partnered with cloud document storage and sharing firm SmartVault, which will provide integrated cloud-based document management for Intuit's two professional tax systems, Lacerte and ProSeries. The combination of these professional programs is intended to further automate tax preparation workflow, from receiving source files securely from clients to…
June 26, 2014
Businesses are increasingly reliant on mobile technologies for many aspects of operations, from management, to sales, to client service, according to a new survey.
June 26, 2014
According to a new report, almost one in five small and medium businesses worldwide are exposed to major security risks as they are still using Windows XP after Microsoft ended support for the operating system.
June 26, 2014
Tax and accounting technology developer Wolters Kluwer, CCH has made its new CCH IntelliConnect Direct available to all professionals. The system, which provides a universal research interface that offers anytime, anywhere access to accurate, reliable, and continuously updated U.S. and global tax, accounting and regulatory information and guidance, had been in limited beta availability. It…
June 26, 2014
During the first decade or two of my accounting and tax life, I always felt that everyone knew more than I did. I was always a bit intimidated by the depth of knowledge other CPAs, EAs and attorneys seemed to have – and prayed that I could know just a little more of what they…
June 25, 2014
Cloud accounting and payroll software maker AccountantsWorld is partnering with HBK CPAs & Consultants (HBK), a Top 100 accounting and wealth management services firm based in Youngstown, Ohio.
June 24, 2014
The cloud-based small business expense management system Tallie now offers full integration with Intuit QuickBooks Online, the company recently announced. Tallie demonstrated the new integration features during the Scaling New Heights conference in San Antonio.
June 24, 2014
Cloud accounting company Xero and cloud CRM maker Constant Contact are hoping to make the process easier and more productive.
June 24, 2014
For businesses on the search for a new accountant, selecting the right one shouldn’t be taken lightly. For a small business, an accountant can play a critical role in the company’s successes and can lessen an owner’s headaches and stresses.
June 23, 2014
The IRS Office of Professional Responsibility will be sending out letters asking practitioners to stop using disclaimers required under Circular 230 (Regulations Governing Practice Before the Internal Revenue Service).
June 23, 2014
Big 4 accounting and consulting firm KPMG LLP has acquired Zanett Commercial Solutions, a Cincinnati-based business and technology consulting firm. This transaction, which was finalized on June 20, broadens the depth of KPMG's technology-enablement solutions that help clients improve performance, maximize revenue and manage risk as they transform their business.
June 22, 2014
Tom Hood, CEO, Maryland Association of CPAs & Business Learning Institute, and Jan Hargrave, CEO of Jan Hargrave & Associates, will be the keynote speakers at the 2014 Boomer Technology Circles Summit August 18-19, 2014 at the Westin Crown Center in Kansas City, MO. Due to the growing importance of firm’s developing emerging leaders, the…