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Published on November 18, 2025 - 12:00 GMT

GruntWorx Announces Seamless Integration with Liscio Uniting Tax Automation with Modern Client Communication

Gruntworx, the leading provider of intelligent automation solutions for tax professionals launches new integration with Liscio, client experience platform. HAMPTON, NH, UNITED STATES, November 18, 2025 /⁨EINPresswire.com⁩/ -- GruntWorx, the leading …

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

Published on October 22, 2025 - 11:00 GMT

Gruntworx Announces Seamless Intuit ProSeries Integration with Tax Empowering Professionals to Automate More Stress Less

Gruntworx integrates with Intuit ProSeries, one of the most widely used tax preparation platforms in the industry. ANN ARBOR, MI, UNITED STATES, October 22, 2025 /⁨EINPresswire.com⁩/ -- Gruntworx, the leading provider of intelligent automation solutions …

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

Published on August 5, 2025 - 12:00 GMT

SmartVault Expands Capabilities to Power the Entire End-to-End Tax Preparation Workflow

SmartVault has expanded its capabilities evolving to become an indispensable solution across the full client-to-compliance journey and a core tax technology. GetBusy PLC (LSE:(LON:GETB)) HOUSTON, TX, UNITED STATES, August 5, 2025 /⁨EINPresswire.com⁩/ -- …

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

Published on July 23, 2025 - 12:00 GMT

SmartVault Introduces SmartRequestAI: Full Automation Document Collection and Client Intake for Tax Professionals

SmartRequestAI uses proprietary AI to cut 60-90 minutes off tax prep: automating client document collection and ensuring client data is complete and accurate. (LSE:(LON:GETB)) HOUSTON, TX, UNITED STATES, July 23, 2025 /⁨EINPresswire.com⁩/ -- SmartVault, …

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

Published on April 23, 2025 - 13:39 GMT

Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI

Viking Global Investors Leads Round to Double Down on AI Product Investment SALT LAKE CITY, UT, UNITED STATES, April 23, 2025 /⁨EINPresswire.com⁩/ -- Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the …

Distribution channels: Technology ...

Published on January 28, 2025 - 12:00 GMT

SmartVault Becomes First Document Management Platform to Integrate with Intuit ProConnect™ Tax

Automated workflows and centralized document management help firms save time, eliminate manual tasks, and create consistent firm-wide processes. GetBusy PLC (LSE:(LON:GETB)) ANN ARBOR, MICHIGAN, MI, UNITED STATES, January 28, 2025 /⁨EINPresswire.com⁩/ …

Distribution channels: Technology ...

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 …

Distribution channels: ...

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 ...