client collaboration

Firm Management October 21, 2025 

The system is built to make firm-client collaboration frictionless, secure, and intelligent, it streamlines data collection, automates routine workflows, and removes barriers to collaboration.

Isaac M. O'Bannon

Technology October 21, 2025 

Designed to help firms close the Client Readiness Gap, these innovations bring advanced automation and AI directly into engagement workflows, improving efficiency, accuracy, and client collaboration from request to test.

Isaac M. O'Bannon