Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...

MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within ...

RightFlows Helps Financial Advisory Firms Scale Financial Plan Implementations Efficiently by Managing Client and Advisor Tasks Within the Same Workflows SHELTON, CT / ACCESSWIRE / January 22, 2024 / ...

Karbon for Clients gives firms and clients a single place to manage tasks, documents, and messages, reducing admin work and improving firm-client collaboration SAN FRANCISCO, July 23, 2025 (GLOBE ...

NEW YORK--(BUSINESS WIRE)--Today, Wolters Kluwer Tax & Accounting announced that it has released over 250 innovative new features in its award-winning, cloud-based CCH Axcess™ Client Collaboration ...

At many companies, the productivity benefits of collaboration software have been long apparent: easier communications with colleagues, more effective brainstorming with remote team members, and the ...

Options Technology (Options), the leading provider of managed services and IT infrastructure solutions to the global financial sector, today announced its five-year partnership with ConnectWise Cloud ...

DENVER, Nov. 19, 2025 /PRNewswire/ -- Netgain, the company powering the next generation of accounting teams, today announced the release of a modern fixed asset tax depreciation solution that replaces ...