Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a ...
Tech-forward accounting firms — including those listed in this year's Best Firms for Technology — have devoted a lot of time and resources toward improving the client experience, particularly when it ...
If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...
KPMG is actively using AI to “drive bold, fast, and responsible transformation and reimagine how we deliver value,” according to Short Hills Office Managing Partner Jeff Knight. “We are investing in ...