Firm Management October 16, 2025
Canopy Launches AI-Powered Client Intake System
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Technology October 6, 2025
IRIS Launches IFM Core for Mid-Market Accounting Firms
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 25, 2025
Qount Launches AI-Powered 1099 Workflow for Accounting Firms
Qount unveiled on Sept. 25 its enhanced 1099 Workflow solution, designed to transform a time-consuming and stressful task during tax season into an efficient, automated experience.
Firm Management August 19, 2025
AffiniPay to Rebrand to 8am – Professional Business Platform Offers Comprehensive Tools
Parent company of LawPay, MyCase, DocketWise, CasePeer, and CPACharge launches new brand signaling evolution to unified platform for software, payments, and financial services
Technology August 7, 2025
Ignition Unveils Integration with Financial Cents to Help Accounting Firms ‘Break Free From Manual Processes’
By combining Ignition’s proposal-to-payment automation with Financial Cents’ workflow management capabilities, firms can create a seamless handoff from signed proposals to project assignment and delivery.
Firm Management July 24, 2025
10 Essentials for Selecting a Practice Management System
Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the business's efficiency now and for years to come.
Technology July 23, 2025
Karbon Launches Client Portal for Accounting Firms
Karbon has launched Karbon for Clients, a secure, modern client portal designed to help accountants streamline collaboration, accelerate response times, and reduce administrative burden.
Technology July 22, 2025
Canopy Announces Release of New Client Intake Solution
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.
Firm Management July 16, 2025
Smith + Howard Opens Two New Tax Practices
The two new tax practices at the top 100 firm are Site Selection + Incentives, led by Shelly Carmichael, and State and Local Income Tax Consulting, led by Brandee Tilman.
Technology July 8, 2025
New Ignition and Karbon Integration Aimed at Unifying Billing and Workflow Automation
The enhanced integration brings together solutions that help accounting firms streamline how they engage and onboard clients—and get paid.
Firm Management February 26, 2025
AICPA Adds Rightworks Cloud and Security Program to Member Discount Program
The collaboration provides AICPA members with exclusive discounts on Rightworks WISP and Total Security solutions, empowering firms and small businesses to stay ahead of security threats.
Firm Management February 26, 2025
Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers
Any accounting firm looking to sell can list on the platform for a fee, while buyers must be fully implemented on Karbon's practice management system.