Practice management software

Liscio offers client on-boarding, signature capture, client messaging, information requests and other front-stage capabilities.

Modern PM systems are growing to encompass more and more aspects of a firm.

Practitioners can now white-label the company’s business formation and compliance services, and earn commissions.

The technology-as-a-service provider continues its push into the accounting space with a high-profile grab.

How accountants can use technology to address the perception that their services are not worth the price tag.

What is practice management software? Depends on who you talk to.

Accountants know all too well that tax prep services have become commoditized, with intense pricing pressure and clients who aren’t firm-loyal. Is it possible to turn around the trend and differentiate your tax prep services?

MRZ, a Houston-based firm, is releasing an app for its clients to access various money management tools in January.