Project management (PM) software is a universal need to keep track of goals, research, data, scheduling and everything else under the sun. If you have more specific needs, however, you may have to ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform.

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

Accounting software can help small businesses to manage their finances and save time on routine bookkeeping. It can also be cheaper than hiring an accountant, and can simplify the submission of VAT ...

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Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

The best accounting software for charities and non-profit or not-for-profit organisations (referred to in this article as non-profits) should include all the core accounting features and functionality ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

In today's business landscape, accounting firms face growing pressure to differentiate themselves from the competition. Accountants are utilizing cloud-based accounting software, data analytics ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...