Practice and client management

PKF O’Connor Davies is acquiring Simon, Tapper, Edelman & Wilner; and Ryan LLC is buying MacRostie Historic Advisors.

Client relationship management software helps your firm keep on track.

The Cleveland-based Top 10 Firm has appointed Andrew Gragnani as its new president, succeeding Andy Burczyk, who is retiring.

Todd Shapiro, longtime president and CEO of the ICPAS, said Wednesday he intends to retire in February 2023.

Refunds straight to crypto; M&A & taxes; improving customer service; and other highlights from our favorite tax bloggers.

The Internal Revenue Service backtracked from a plan to use facial recognition software from a third-party company for taxpayer authentication.

Senate Finance chair Ron Wyden weighed in on the use of third-party facial recognition software ID.me in a letter to Commissioner Rettig.

Republicans in Congress have written the service questioning the use of ID.me, and introduced a bill that would ban the practice.

Accounting must reimagine its technology stack to stay nimble and adjust to the ever-changing, digitally driven world we live in.

The big question is: Are you willing to transform or do you expect everyone else to transform?

Tax professionals feel a strong sense of purpose and a positive impact on their communities in helping clients deal with their taxes, according to a new survey.

There are 128 tax season, practice management and personal tips checklists, and a Getting Your Affairs in Order Tool Kit with 25 added checklists.

The department is reconsidering the IRS’s reliance on facial recognition software ID.me for access to its website.

With so many complex issues competing for their attention, audit committees can't afford to lose sight of their core oversight duties.

Four pioneers of technology-based services offer lessons for making the most of disruption.

The dervice is urging people to use the information in their online taxpayer accounts for the most up-to-date figures on the amount of the advance CTC.

Growth can come without the plan, but that is settling for less than you might be capable of or destined for.

Bill.com CEO René Lacerte has been growing his company with recent acquisitions that have been adding spend management and accounts receivable capabilities, with more deals perhaps on the way.

The Internal Revenue Service has implemented a new verification process for taxpayers who want to access their online tax accounts and self-help tools that includes taking a selfie and submitting a photo of their driver’s license or passport to a third-party service, ID.me.

Here are three simple strategies for building client trust.