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 ...

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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

LONDON & NEW YORK--(BUSINESS WIRE)--IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing it has acquired AccountantsWorld, a pioneer in cloud ...

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 ...

If your practice management software feels underused or disconnected, it may be costing you time and control. Learn how to ...

Entry-level accounting packages are terrific. They provide excellent features, and are frequently a good value. However, regardless of how good or cost-effective they are, they don't serve your ...

ATLANTA — March 8, 2016 — Butler Street Consulting ("Butler Street"), a leader in client and talent development announced its release of ClientFit, a cloud-based application focused on minimizing ...

The best solutions can squeeze more out of a popular service Some accountants view write-up as grunt work - something akin to bookkeeping, that they have to do to keep particular clients. Others are ...