The portal covers the full engagement cycle, from initial requests and document sharing to final deliverables and payments.

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

WEST ORANGE, N.J., Dec. 15, 2020 /PRNewswire/ -- PEF Services LLC ("PEF"), a leading fund administrator for alternative investment managers, today announced the availability of its purpose-built ...

Thomson Reuters has added integration features to its NetClient CS client portal technology to provide better workflow and interoperability with the company s other products. NetClient CS integrates ...

For Newport News, Va.-based CPA firm Carmines, Robbins and Co., installing a document management system took care of four problems at once: a significant reduction in the amount of room needed for ...

Based on operational data from 15,000+ firms, the Index shows how top practices are increasing revenue, streamlining ...