August 14, 2015
SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.
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Tags: Technology
Technology February 12, 2026
The financial operations platform on Thursday launched Accounting Agent, a specialized AI agent that automates the manual parts of bookkeeping and month-end close.
Technology February 11, 2026
Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.
Accounting February 11, 2026
The accounting firms that appear on this year's list obtained at least a 50% net promoter score, indicating they provide clients with exceptionally high levels of service, ClearlyRated says.
Mergers and Acquisitions February 11, 2026
Bend, OR-based Capstone Accounting and Tax said Feb. 9 it has added Peltier, Gustafson & Miller, expanding its presence into the growing New Mexico market.
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.