Practice management

Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

Kelli Parks of Calmwaters Cloud Accounting said client discovery and onboarding can be simplified with automated processes that don't need significant tech investments.

Baker Tilly, based in Chicago, is making its latest big deal, announcing its intention to acquire KraftCPAs PLLC, a Regional Leader based in Nashville.

One of the most practical tools leaders can use to improve decision-making is simply to pause, and give themselves a little more time to think.

Regardless of how a firm ultimately implements artificial intelligence, Kim Petro, a practice advancement coach from Woodard, stressed the importance of doing so ethically.

Speakers at Woodard's Scaling New Heights conference in Orlando noted that while AI certainly can be complicated, even simple applications can have impressive results.

The Top 50 Firm in St. Louis is expanding its presence in the Nashville market.

DOJ clipped; seven years of Wayfair; the true reason to change the IRC; and other highlights from our favorite tax bloggers.

Firm leaders Jeff Ferro and Eric Miles give an inside look at their major deal, and the middle-market focused firm they're building.