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.

Iron Noodle formalizes a new operational standard for how modern law firms respond, qualify, and onboard clients with total consistency and accountability. The legal industry has long been flooded ...

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)) The power of AI to ...

Accounting practice management solution provider Canopy previewed three new products that are currently in beta testing, as well as announced new hires, including a new vice president of product.