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 ...

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 ...

We test the leading software that helps teams work together. These are the top online collaboration tools we recommend, including project management and team messaging apps. I've been contributing to ...

BOSTON--(BUSINESS WIRE)--Cloze, a software company that delivers AI-powered real estate solutions, and RealScout, the real estate industry’s leading platform for agent-client collaboration, announced ...

When we set out to create an operation to serve one of our biggest clients, we put collaboration at its heart. This would be neither a classic team, nor a dedicated agency; it would be ‘open source’ ...

Research firm IDC expects spending on collaboration software to continue to boom following the pandemic, with businesses investing to connect staff, and even clients, more effectively. Spending on ...

From generative AI to analytics, the collaboration software landscape is changing fast, but there’s more to consider than just the shiniest new tools. workplace collaboration is vital for the flow of ...