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
November 17, 2026 Sponsored
November 5, 2026
June 6, 2011
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…
June 1, 2011
Column: Technology in Practice June 2011 Online Exclusive In most firms, the internal administrative department is among the last to adopt less paper technologies because the focus of most firms is on tax and audit production. Having said that, there are a lot of opportunities to update administrative processes to take advantage of today’s “less...…
May 26, 2011
The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…
May 25, 2011
Nominate a professional for the 40 Under 40!
May 23, 2011
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…
May 23, 2011
Bill.com, a provider of integrated bill payment, online invoicing and cash management solutions for small- and medium-sized businesses (SMBs) and accounting/bookkeeping firms, today announced a significant product update that brings powerful new document management and accounts receivable features to customers seeking to better manage and control their day-to-day financial operations online, anytime, anywhere, and using...…
May 19, 2011
A Texas-sized Networking Event for Tax and Accounting Professionals
May 18, 2011
Productivity, Performance & Profitability: Where Does Your Firm Stand?
May 16, 2011
CCH Electronic Filing Platform Relied on to Transmit More Than 11 Million Tax Returns
May 15, 2011
Winooski, Vermont, May 10, 2011 — CPA Site Solutions reports that client portal usage among their accounting clients increased 548.8 percent this year with 508.13 gigabytes transferred. Client portals on CPA websites are used to securely exchange important tax documents with clients through their website. More secure than email, every client portal is password protected...…