Client portals

Karbon hailed the launch of Karbon for Clients, touted as an end-to-end solution that manages the entire client lifecycle from onboarding to delivery to long-term relationship management.

Plus, Tesorio releases AI agent for supplier portal invoicing; compliance pros see massive sea change due to AI; and other accounting tech news.

Teaching fraud; easement settlement offers; new blog on the block; and other highlights from our favorite tax bloggers.

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Plus, Sage releases new Intacct features; Liscio unveils new upgrades aimed at enhanced client experience; and other accounting tech news.

Thought leaders on accounting tech share just what tools and systems a practice has to have today.

Plus ShareFile releases ShareFile for Accounting; Diligent launches audit reporting dashboard; and other news from the accounting technology arena.

Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.

The software provider is touting new, enhanced collaboration tools as part of the latest version of CCH Axcess Client Collaboration.

In this installment of the Frontier, experts lament the lack of attention paid to the client experience amid all this technological progress.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

The Internal Revenue Service has begun offering online Tax Pro Accounts that practitioners can use for submitting an authorization request to an individual client’s own taxes online with the IRS.

High touch vs. high tech? Both have merit, but you can’t be both.

The new Advisory Portal highlights and summarizes key data from financial reports to make it more accessible to clients.

The vast majority would still recommend their preparer, however, according to a new survey.

Two AGL CPA partners developed the tool to assist CPA firms and clients in navigating the Paycheck Protection Program.

Priority ERP integrates AvaTax, Vertex achieves "Built for NetSuite" status, and Doc.It updates portal software.

Sometimes it can feel like now, it’s up to the client to do their part so you can do your job. In many ways, you’re right.