Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
August 14, 2025 Sponsored
June 30, 2025 Sponsored
June 24, 2025
Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
Accounting August 14, 2025 Sponsored
When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.
Firm Management July 29, 2025
A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.
July 11, 2025
Brian Tankersley, CPA, and Randy Johnston, take you on a tour of the 2025 AICPA Engage Conference tradeshow floor.
Technology June 30, 2025 Sponsored
Readers tell us which tax and accounting software they love the most. The awards highlight the most useful technology for firms and clients.
Technology June 24, 2025
ProfitSolv announced on June 24 a significant strategic investment co-led by growth equity firm FTV Capital and Lightyear Capital, an existing investor in the company since it launched in 2020.
Technology June 16, 2025
TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.
Payroll June 9, 2025 Sponsored
Managing payroll for your clients takes time, precision, and expertise. But you don’t have to handle it all yourself. Partnering with a managed payroll provider can save time, reduce risks, and help your firm grow.
Technology June 9, 2025
As accounting technology continues to evolve, prioritizing customer service ensures solutions not only meet but exceed user expectations, transforming software providers into indispensable partners.
Accounting May 29, 2025 Sponsored
Join Joe Wroblewski and CPA Practice Advisor as we explore tech stack evaluation, and to make sure you're on the right track to reap the benefits of true cohesion.
Accounting April 23, 2025
SoftLedger, a provider of accounting software for multi-entity organizations, has added automation to further simplify the reconciliation process, enabling a faster monthly close.
Technology April 23, 2025
The billing feature enables firms to bill clients on time, follow up on invoices automatically, get paid faster, and improve AR turnover.