Firm Management
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Professionals on the Move – Nov. 2023
Professionals on the Move is a round-up of hiring and promotion announcements from around the profession.
Ignition and Intuit Expand Partnership
Accounting and tax firms are now able to import their ProConnect clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates.
Webinar: Take the Stress Out of Tax Season with Bite-Size Benchmarks
In this session, discover how forward-looking firms are rewriting the way they operate using bite-sized benchmarking. These benchmarks help you ignite a revolution of recurring revenue, target clients, and saying goodbye forever to unhealthy hours – while increasing profitability.
Canopy Engagements Automates Customizable Letters and Proposals
Canopy Engagements incorporates a form-like process, built to capture every detail with the ability to templatize each item a firm offers.
EY Names Janet Truncale Global CEO
Truncale, who will succeed Carmine Di Sibio on July 1, will be the first female global CEO of a Big Four firm.
Aprio Community Impact Week Supports 43 Non-Profits
Throughout Community Impact Week, Aprio volunteers completed projects at nonprofit organizations in Atlanta, Birmingham, Charlotte, Rockville, and more.
Elevating Your Accounting Practice: The Critical Role of a Value Committee
Ensuring your firm delivers exceptional value and effectively captures that value through appropriate pricing is crucial.
IRIS Software Group Announces New Firm Management Product for Accountants
IRIS Firm Management will deliver a "holistic collection" of solutions, including practice management, document management, workflow, and analytics.