Client portals

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.