Drake Software® today announced significant enhancements to Drake Portals®, further strengthening its position as a secure, award-winning solution designed to streamline collaboration between tax ...

New integration builds on Smart Intake to reduce manual tax prep work and streamline the path to review-ready returns SALT LAKE CITY, January 15, 2026--(BUSINESS WIRE)--Canopy, the leading all-in-one ...

"Ultimately, everyone manages tax workflow," according to Jordan Kleinsmith, product manager for enterprise in the Tax & accounting businesss of Thomson reuters, creators of Workflow Manager (part of ...

SAN FRANCISCO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Karbon, the global leader in AI-driven accounting practice management software, today announced the launch of Tax Organizers and Binders powered by ...

FRANKLIN, N.C., Sept. 16, 2025 /PRNewswire/ -- Drake Software, a leading provider of professional tax preparation solutions, is proud to announce the launch of a new workflow automation suite that ...

When many accountants hear the term “workflow software,” they immediately think of the tax preparation process. While workflow is important in tax prep, it is certainly not limited to just this area ...

“Why should we change the way we track tax work through the office? Isn’t the manual system better?” I have heard these types of questions many times over the years, and it never surprises me because ...

Tax and accounting firms are being pushed to produce more work with fewer people, while relying on tools built for a different era. Traditional workflow systems route tasks but still leave staff doing ...

The new AI-powered organizers, automated document assembly, and dynamic binders give tax firms one connected workflow and cut hours of manual prep. Tax Organizers and Binders combine three previously ...