The solution is a complete business management tool for firms.

Workiva customers can use a Wdesk connector or build their own integrations through the Wdesk API.

For a practice that conducts a lot of remote meetings, free conference call services are available that are on par with pricier platforms.

Clients often don’t understand the practitioners who file their returns.

Extensible Business Reporting Language, the data-tagging code now required by the Securities and Exchange Commission for filing financial statements, has been making headway not only in the U.S., but in other parts of the world.

Workiva earns a big California customer, and Bestborn joins Microsoft Dynamics Inner Circle.

Users get access to a dedicated bookkeeper and multiple service options.

A photo of your shiny new car or your chic holiday cottage may lead the taxman to your door.

The marketing guru will create tools focused on helping firms expand their practice and profits.

The automated bookkeeping tool uses AI to pull data from document images, inputting it directly into the cloud-based financial analysis and accounting tool.

The deal gives Sage its long-desired breakthrough in the U.S. market.

Without these four, a firm is likely to squander opportunities to gain new clients, impede its client retention efforts, and diminish its brand authority.

The Internal Revenue Service held a meeting of its Security Summit partners Tuesday in Dallas and reported on progress in battling identity theft tied to tax refund fraud, along with some setbacks.

More than 24,000 fraudulent tax returns were filed in 2015 using a prisoner’s Social Security Number, claiming refunds totaling over $1.3 billion, according to a new report.

CEO says investment comes at a “pivotal point” for bookkeeping services.

Company used a secret strategy to create a brand new platform.

The accounting software company expands capabilities, FloQast names VP of product, and IntelliChief releases new version of document management and workflow platform.

The Texas-based company serves firms that have multiple office locations.

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