Technology October 5, 2026
Manual File Naming is Slowing Down Your Firm’s Client Work
When firms look for ways to work faster, they usually look at large projects. But there are smaller steps they can take.
Technology October 5, 2026
When firms look for ways to work faster, they usually look at large projects. But there are smaller steps they can take.
Technology May 29, 2026
Atlura is a practice management platform tailor-made by CPAs for CPA firm leaders challenged by growing a practice with fragmented software and delayed data, Caron Bletzer says.
Firm Management February 24, 2026 Sponsored
Many firms enter tax season with cautious optimism. Last season’s problems are still fresh, the lessons were applied, and there’s a hope this year will be different. Then the first few weeks hit.
Technology February 11, 2026
Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.
Technology November 13, 2025
The new Bookkeeping Hub provides bookkeepers with direct integration with a client's general ledger, new quality control measures, uncategorized transactions management, and unlimited client requests—included at no extra cost.
Firm Management November 7, 2025
It features a modern, intelligent interface and introduces smarter navigation, cleaner visuals, and Qount Artificial Intelligence-driven workflows that make everyday firm management simpler and faster than ever.
Technology October 6, 2025
Designed specifically for mid-market CPA firms, IRIS Firm Management Core delivers enterprise-grade practice management capabilities without enterprise complexity—enabling firms to be fully operational in as little as two to three weeks, the company said.
Technology September 30, 2025
The acquisition of Aider builds on Karbon’s recent innovations—including automated tax workflows, Karbon for Clients, and new partner integrations—and reinforces Karbon’s position as the backbone of AI-powered accounting firms.