Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Some counselors, especially those working at a college or a public agency, may get to see a client only once, for lack of time or because the client doesn't return. Even if you do get multiple ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...