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 ...

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.

We have all been there before — the first day at a new job. Both the new employee and their employer want to get everything off to a great start. Considerable time, effort, and resources were expended ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...