Practice and client management

Canopy announced AI-powered upgrades to its Smart Intake solution, including a client intake questionnaires and a completely re-imagined Engagements module.

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.

Rebekah Olson of the Maryland Association of CPAs shares how the profession must work together to develop the next generation of accountants.

Whether your accounting firm should dictate what software a client will use depends on the context of your services and their needs.

Accountants need to navigate the double-edged sword of artificial intelligence with smart payment platforms.

Approaching the software your accounting firm uses through the lens of your overall strategy is critical.

Having an essentials-only technology footprint doesn't mean you can't leverage it strategically.

The vast majority of firms now offer at least some advisory services, enabled at least in part by artificial intelligence and data analytics, according to a new survey.

Billable hours and staffing aren't a firm's biggest challenge — it's collecting and validating all the necessary information from their clients.