The same client details exist in multiple systems. A contact is updated in one platform and left unchanged in another. Someone re-enters information that already exists elsewhere. A change made in ...

Tech-forward CPA firms — including those listed in this year's Best Firms for Technology — reported a variety of areas in need of a tech upgrade, and are planning major investments over the next year ...

EXECUTIVE SUMMARY SMALL BUSINESS ACCOUNTING SOFTWARE is providing new client-service opportunities for CPA firms because clients need just as much help as ever, with basic installation and weekly ...

Clio Acquires Practice Management Software Developer ShareDo, Eyeing Large Law Firm Clients The purchase will see Clio expand its focus from small and midmarket practices to include the large firms ...

EXECUTIVE SUMMARY A PRACTICE CONTINUATION PLAN ENSURES that in the event of death or disability, a CPA’s practice will go on and its value will not evaporate. TYPICALLY, SUCH AN AGREEMENT PROVIDES for ...