Taxaroo, which makes tax practice management software, has added new features to its platform, including Spanish language workflows and an integrated referral program for accountants. The referral ...

ShareFile is now the exclusive AI-powered document workflow solution in AICPA's Member Discount Program, enhancing CPA collaboration and security. Progress has partnered with the American Institute of ...

You can view Workflow Steps and the user and user email of the assigned approver For directions on monitoring workflow progression for programs that have been submitted for workflow approvals, go to: ...

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Highlights include many new feature enhancements, advanced multisite capabilities for Dalet ...