Practice and client management

Ahoy, personality! Five ways CPA firms can inject more personality into their brand and client experience.

How a firm interacts with its clients can build confidence and trust, or it can create doubt and frustration if executed inefficiently or unreliably.

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.

Client advisory services are proving to be a game changer in how accounting firms engage with their clients, especially when fused with tax advisory services.

Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's unified platform.

Nearly one-third (32%) of Americans have taken no financial steps to prepare for a natural disaster, according to a survey by the Harris Poll on behalf of the American Institute of CPAs.

The 2025 Fastest-Growing Firms share the keys to their exceptional revenue boosts over the last year.

The accounting sector is poised to undergo its greatest reshuffling in generations.

A major merger between two billion-dollar firms put CBIZ at the top of the list for new Securities and Exchange Commission Engagements.