Canopy, a provider of cloud-based practice management technology for tax and accounting firms, secured $11 million in a new round of funding Tuesday. The latest financing round includes a new investor ...

As CPA tax professionals gear up to prepare clients’ 2023 tax returns, they will have to address recent changes in tax laws and rules, as they do every year. In addition to technical issues, to best ...

Now that tax season is over, many CPA firms can take a breath and give their staff a well-deserved break. But this time of year still presents work challenges and opportunities. Along with completing ...

In a few weeks you will be starting tax season, which will be the busiest time of the year for most accounting firms. Many firms undergo a tax season retrospective afterward. These are valuable and, ...

Artificial intelligence is already helping tax-focused financial advisors conduct research and analyze returns for potential opportunities. Developing it for wealth and accounting to the point where ...

NEW YORK, CA, UNITED STATES, December 10, 2024 /EINPresswire.com/ -- TaxDome, the award-winning premier practice management solution for tax professionals ...

Cloud tax practice management platform startup Canopy Tax Inc. today announced it has raised $35 million in new funding to accelerate its mission to become the default operating system for accounting ...

An advisory firm that works with certified public accountants helped a major CPA company launch a wealth management unit, as the two professions increasingly operate together. "This is no different ...

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of ...

Modera Wealth Management, a fee-only registered investment advisor overseeing $15.5 billion in client assets, has acquired a tax practice to bring tax and accounting services in-house. Westwood, ...

Cloud tax practice management platform startup Canopy Tax Inc. today announced it has raised $11 million in new funding to keep building out its accounting industry modern practice suite. Ankona ...