Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
![Mary-Wylie[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/03/Mary_Wylie_1_.604f8a98be16f.png)
March 15, 2021
Opening Doors for Others: Celebrating the First Black Female CPA
In 1943, Mary T. Washington Wylie became the nation’s first Black woman to earn the CPA license. Her life illustrates the difference that one enterprising professional can make for many future generations.
March 15, 2021
Client Experience for Today – Portals or Something More?
Effective Document Exchange, gathering, management, and distribution with clients is a significant friction point for many firms. Possibly because of the COVID-19 pandemic, client collaboration, workflow, and document management systems (DMS) came to ...
March 12, 2021
Stop Selling: Who Needs Help?
By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...
March 11, 2021
AICPA Leader Tells Congress of Urgent Need for a 60-day Delay in PPP Application Deadline
Simpson also called upon Congress to extend the PPP application deadline by at least 60 days after March 31, 2021, citing urgent challenges facing small business and their CPA advisors, ...
March 11, 2021
AbacusNext Acquired by Thomas H. Lee Partners
AbacusNext will continue to be led by its Chief Executive Officer, Scott Johnson, and the other members of the company’s senior management team.
March 11, 2021
Lockstep Adds Customer Success and Finance Officers to Team
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
March 10, 2021
Biden Signs Stimulus Bill into Law
In this version, the maximum payment is $1,400 per qualified individual or $2,800 for a couple. Previous payment amounts were for $1,200 and $600 per qualified individual respectively. In addition, payments are now available for all dependents, ...
![ix1600_w_left_overhead_us[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/03/ix1600_w_left_overhead_us_1_.6048fa277f647.png)
March 10, 2021
Fujitsu Introduces Cloud-Connected Scanning Solution ScanSnap iX1600
Fujitsu has introduced the ScanSnap iX1600 with ScanSnap Cloud. ScanSnap Cloud integrates seamlessly with a variety of popular cloud services to provide a convenient and comprehensive solution for ScanSnap customers.
March 10, 2021
Diligent to Become Largest Global GRC SaaS Company through Galvanize Acquisition
With the acquisition of Galvanize, Diligent will become the largest SaaS GRC provider. The combined solution with enrichment from Steele will enable an integrated GRC picture – from Audit, Risk, Information Security, Ethics and Compliance across the ...
March 10, 2021
Canopy Delivers Updates to Practice Management Software for the 2021 Tax Season
Canopy is also introducing a global inbox enabling accountants to view and manage all work emails in one place—from both clients and non-clients. In addition to this tool, Canopy will make it easy to create a task or contact directly from an email in ...
March 10, 2021
Tax Season Halftime Show Gives Firms a Break, Plus Chances at Prizes
The event was developed to offer firms and their staff a much-needed mid-season break, complete with high-value prizes and inspiring sideline reports from peer firms across the country.
March 10, 2021
AICPA Accepting Applications for Minority Student Leadership Workshop
The American Institute of CPAs (AICPA) encourages qualified students to apply for the 2021 Accounting Scholars Leadership Workshop (ASLW) being held October 13-15 in New Orleans.