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 ...

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 ...

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 ...

"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 ...

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 ...