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Published on June 18, 2024 - 11:00 GMT

SmartVault Acquires SmartPath Intelligent Pricing Platform

Acquisition accelerates the company’s support of Client Advisory Services GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, UNITED STATES, June 18, 2024 /⁨EINPresswire.com⁩/ -- SmartVault, a leading document management and client portal platform purpose- …

Distribution channels: Banking, Finance & Investment Industry, IT Industry ...

Published on May 8, 2024 - 10:00 GMT

Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms

Canopy is thrilled to announce the successful raising of $35 million in an oversubscribed round. SOUTH JORDAN, UTAH, UNITED STATES, May 8, 2024 /⁨EINPresswire.com⁩/ -- Canopy, the firm-wide operating system that helps accountants build the firm they’ve …

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Published on January 10, 2024 - 00:00 GMT

SmartVault Releases New Pricing and Packaging Bundle for Accountants

New Accounting Unlimited Plan provides unlimited eSignatures, Knowledge-Based Authentication (KBA), file storage, and more in time for tax season. GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, UNITED STATES, January 9, 2024 /⁨EINPresswire.com⁩/ -- …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on December 13, 2023 - 15:58 GMT

Stanford Tax Leverages Artificial Intelligence to Automate Client Organizers for More Efficient Tax Workflows

StanfordTax is leveraging artificial intelligence (AI) to help accountants and tax professionals eliminate manual work. NEW YORK, NEW YORK, USA, December 13, 2023 /⁨EINPresswire.com⁩/ -- StanfordTax is leveraging artificial intelligence (AI) to help …

Distribution channels: Banking, Finance & Investment Industry, IT Industry ...

Published on November 16, 2023 - 22:49 GMT

New Canopy Engagements Enables Accounting Professionals to Automate and Customize Engagement Letters and Proposals

Canopy, an industry-leading accounting practice management software now includes Canopy Engagements, a seamless solution to automate client experiences. DRAPER, UTAH, UNITED STATES, November 16, 2023 /⁨EINPresswire.com⁩/ -- Canopy, provider of industry- …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on November 13, 2023 - 18:30 GMT

The CFO DIrectory Launches to Help Business Leaders Benefit from Certified CFO Expertise

The CFO Project has launched The CFO Directory, the most complete directory of Certified Chief Financial Officers available to help small businesses. JACKSONVILLE, FL, UNITED STATES, November 13, 2023 /⁨EINPresswire.com⁩/ -- The CFO Project has launched …

Distribution channels: Banking, Finance & Investment Industry, Building & Construction Industry ...

Published on November 13, 2023 - 18:00 GMT

Liscio Launches New Platform to Eliminate Friction in Client-Accounting Firm Relationships

Liscio, the single portal for client communication, today announced five major enhancements that eliminate friction in the accounting firm-client relationship. SAN FRANCISCO, CALIFORNIA, UNITED STATES, November 13, 2023 /⁨EINPresswire.com⁩/ -- Liscio, the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 7, 2023 - 13:00 GMT

The Grove Launches “2023 WISP Challenge” to Help Accountants Comply with IRS Pub 4557 and FTC Safeguards Rule

The Grove learning platform offers a course to help accountants to meet the requirements of IRS Publication 4557 and the FTC Safeguards Rule. SAN FRANCISCO, CALIFORNIA, UNITED STATES, August 7, 2023 /⁨EINPresswire.com⁩/ -- The Grove learning platform has …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 1, 2023 - 13:00 GMT

New Canopy Insights Advances Practice Management Analytics with AI-Driven Custom Query and Reporting Capabilities

Canopy is expanding the AI-driven capabilities of its software with the introduction of Canopy Insights. DRAPER, UTAH, UNITED STATES, August 1, 2023 /⁨EINPresswire.com⁩/ -- Canopy, provider of industry-leading accounting practice management software, is …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 11, 2023 - 12:00 GMT

SmartVault Helps UltraTax CS Users Unlock Higher Levels of Efficiency with New SmartRouting Feature

GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, UNITED STATES, July 11, 2023 /⁨EINPresswire.com⁩/ -- SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, is excited to announce SmartRouting …

Distribution channels: Banking, Finance & Investment Industry, IT Industry ...

Published on June 20, 2023 - 19:49 GMT

New Survey Reveals Practice Management as a Primary Indicator of Accounting Firm Success

New research finds that accountants leveraging practice management tools experienced higher levels of growth and work-life satisfaction. DRAPER, UTAH, UNITED STATES, June 20, 2023 /⁨EINPresswire.com⁩/ -- Canopy, provider of industry-leading practice …

Distribution channels: Banking, Finance & Investment Industry, Conferences & Trade Fairs ...

Published on June 15, 2023 - 14:36 GMT

MyLawCLE and Tax Rep Network Partnership Provides Insider Knowledge on Working with the IRS to Attorneys and Law Firms

MyLawCLE and Tax Rep Network introduce live training series for legal professionals for resolving taxpayer debts and add representation to their law practice. NEW HAVEN, CONNECTICUT, UNITED STATES, June 15, 2023 /⁨EINPresswire.com⁩/ -- MyLawCLE, a leading …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 31, 2023 - 12:00 GMT

RCReports Releases Entity Selection Planning Tool for Accounting and Tax Professionals

RCReports introduces new Entity Selection Planning Tool to support accounting and tax professionals choosing the entity type for their business clients. DENVER, CO, UNITED STATES, May 31, 2023 /⁨EINPresswire.com⁩/ -- RCReports is excited to introduce its …

Distribution channels: Business & Economy, IT Industry ...

Published on April 21, 2023 - 13:03 GMT

Canopy Launches ChatGPT AI in Accounting Practice Management Software

Canopy announces the integration of ChatGPT AI in its all-in-one accounting practice management solution. DRAPER, UTAH, UNITED STATES, April 21, 2023 /⁨EINPresswire.com⁩/ -- April 21, 2023 (Draper, UT): Canopy, provider of industry-leading practice …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 5, 2023 - 13:15 GMT

SmartVault Launches New Brand Identity and Website Reflecting Commitment to Advancing Cloud-Based Document Management

SmartVault's rebranding reflects the company’s commitment to easier document workflows and more secure cloud-based document management and portal solutions. GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, UNITED STATES, April 5, 2023 /⁨EINPresswire.com …

Distribution channels: Business & Economy ...

Published on February 14, 2023 - 06:34 GMT

SmartVault Accelerates Strategic Growth Initiatives with Expansion of Its Executive Team

SmartVault Announces Appointment of Bryan Brorsen, Vice President of Sales and Jonathan Young, Vice President of Marketing Announced GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, USA, February 14, 2023 /⁨EINPresswire.com⁩/ -- Media Contact: Gaynor …

Distribution channels: Banking, Finance & Investment Industry ...

Published on December 9, 2022 - 08:53 GMT

Luke Kiely Joins GetBusy, PLC and SmartVault Executive Team as Chief Information Security Officer

SmartVault, document management and secure client portals and a subsidiary of GetBusy plc, announced Luke Kiely as its Chief Information Security Officer. GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TEXAS, US, December 9, 2022 /⁨EINPresswire.com⁩/ -- …

Distribution channels: Technology ...