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.

Guide identifies which onboarding steps can be automated while preserving human-led client relationship elements DUBAI, UNITED ARAB EMIRATES, March 9, 2026 ...

New AI features help financial advisors scale sophisticated advice from their largest to smallest clients Libretto, the “total wealth” advice platform for financial advisors and family offices, today ...