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The investment will be used to accelerate the practice management software provider's mission to become the default operating system for accounting firms, according to CEO Davis Bell.
December 8 -
At its recent user conference, the company previewed some of its upcoming products and unveiled some new partnerships, along with a delay of its Onvio cloud software.
December 2 -
When you take paper out of the equation, your company workflow automatically improves.
November 30
Canopy -
More than three-quarters of small-business owners would consider changing their accountant to one who is using the latest technology.
October 21 -
This is the fourth fintech investment by Sage in the last 12 months.
October 7 -
Expensify Card now offers cash back, and Corvee launches tax planning strategy deep dive webinar series.
September 15 -
Practice management software provider Canopy has integrated with Intuit’s QuickBooks Online, allowing accountants to sync their contacts, service items and invoices, and process payments and deposits between the two systems.
August 25 -
The company is also developing a new analytics solution.
July 22 -
The extra funding will mainly be spent on product development.
June 29 -
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The Internal Revenue Service has been pilot testing new technology allowing for secure tax transcript retrieval that can integrate with an accounting firm’s practice management system.
May 24 -
Lukka names new head of data and analytics, Kaplan deploys CGMA learning resources, and Intapp buys in Belfast.
May 14 -
The new owners, Thomas H. Lee Partners, have experience with practice management software and payment processing.
March 12 -
Many people switch firms because they believe they didn’t receive the appropriate care from their previous accountant.
March 9
Canopy -
A strategic investment will help the practice management software developer support its growth worldwide.
March 2 -
TaxDome brings practice management, e-signature, secure file storage and more to TaxAct's tax prep software.
January 26 -
The move to focusing primarily on being a trusted advisor has been a long time coming.
December 16
Oodles -- The Complete Advisory Solution -
ImagineTime integrates with Mango Billing, Beanworks adds expense reimbursement and Gupshup releases business messaging platform.
December 7 -
The cloud-based solution provides dashboard visualization and other tools for managing clients' loan forgiveness applications.
September 22
















