Practice Management

Using robotic process automation, the new Customer Portal Automation tool delivers invoices to almost any A/P system in use.

The reality of being a partner in a firm, regardless of the size, is that you are running a “one-partner business.”

It certainly won’t be their first step after Harvey, Irma or Maria, but taxpayers will eventually need to reproduce or find copies of their documents.

The startup has also updated its website with a simpler interface, and now offers 24/7 customer support.

BKD donates to relief organizations and Houston colleagues impacted by Hurricane Harvey; CBIZ hosts golf championship; and more CPA news.

Moss Adams adds 14 partners; Weaver expands health care practice; and other recent hires, promotions and personnel news from firms across the country.

Practitioners discuss how to hold onto an acquired book of business.

More firms are exploring advisory services, but they require some important adjustments, experts say.

An internal probe found that mistakes in two high-profile engagements did not run throughout its business.

The Southwestern Illinois firm collected over 5,500 items to donate to local pantries.