Practice and client management

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.

The Senate passed a bipartisan bill that would provide tax-filing relief for taxpayers in states that have issued state-level disaster declarations, sending the bill to President Trump for his signature.

Auditing card transactions for fraud and policy violations is a specialized task, one that auditors and finance professionals are trained to handle.

Smith + Howard, an Atlanta-based Top 100 Firm, has opened two new tax practices: site selection + incentives and state and local income tax consulting.

Ramp released of its first set of AI agents, "built and trained to think like your sharpest controller and work like a thousand of them—around the clock."

Now is an excellent time to expand your horizons and target millennials and Generation Z.

The Public Company Accounting Oversight Board gave reminders for auditors who audit smaller public companies in its latest staff publication.

The art practice of New York City accounting firm LMC helps clients go from "starving" to successful artists in need of the firm's tax and advisory services.

Loyal clients and motivated employees lead to innovation, improved services, and enhanced reputation, all of which drive further engagement.

The first global Ethics Standards on Tax Planning are effective.

Bill announced the launch of its new Supplier Payments Plus, an AR solution to help suppliers receive and process large numbers of payments from small and medium-sized businesses.