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 streamlines the bookkeeping process, making it easier for business owners to keep tabs on their finances and plan for tax bills. For freelancers and small businesses, this is often ...

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 ...

At some point in your self-employed journey, the spreadsheet that got you through your first few clients quietly stops working. Maybe tax season sneaks up faster than expected. Maybe your cash flow ...

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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 ...