Intuit TurboTax Opens Flagship SoHo Store, Expands Nationwide AI-Powered Tax Expert Network January 16, 2026
Uprise and HoneyBook Partner to Offer Embedded Tax and Financial Advisory Services for Small Businesses December 11, 2025
Uprise Partners with Flychain to Embed Tax and Financial Advisory Services for Healthcare Practices October 21, 2025
Facet Integrates Tax Preparation and Filing into Flat-Fee Financial Planning Memberships September 25, 2025
Prismm Selects William Mills Agency for Strategic Communications to Boost Inheritance Infrastructure Platform April 11, 2026
Pello Companies Acquires ByAllAccounts from Morningstar to Advance Open Finance and Wealth Management Data Capabilities April 11, 2026
