Canopy announced AI-powered upgrades to its Smart Intake solution. Specifically, the company announced AI-generated client ...

I’ve written a lot about the topic of acquiring a practice from a deceased accountant’s estate — possibly ad nauseam. However, as much as I have seen, new things keep popping up that I am sharing here ...

AUSTIN, Texas--(BUSINESS WIRE)--Zoho, a global technology company, today announced that the Zoho Finance Platform has achieved 45% increase in new customers globally. The company also made significant ...

The work of accounting firms is taxing and often overwhelming. With the numbers they need to crunch, it's surprising they can handle the stress while staying on top of their workload. Now, there's no ...

Critical to super-charging your accounting practice is the ability to bring in new, high-quality, well-paying clients on a consistent basis. Take a moment and think about how you’re getting your new ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)-- Intuit (NAS: INTU) announced today the commercial availability of Intuit Practice Management, a new cloud-based offering that helps accounting professionals ...

These additions to Canopy are part of the company’s ongoing commitment to making the work accountants do more efficient. Earlier this year Canopy raised $70 million to continue improving its product.

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@2024 - All Right Reserved.

Risk is inherent in any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing risk in the process of marketing and negotiating a CPA practice sale should ...