Practice management

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

Preliminary results of an ongoing survey suggest the types of accountants who are ready to leave the profession, and the types of firms they're leaving.

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.

Showing a human side is a valuable tool for creating accounting workplaces people love.

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.

Aprio announced it has acquired AI accounting assistant platform TimeCredit, a 2024 AICPA and CPA.com Startup Accelerator company, as part of a larger $300 million investment in AI and automation.

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.