The Massachusetts high court ruled that the public records law does not trump attorney-client privilege. July 20, 2007 · Attorney-client documents are not subject to disclosure under Massachusetts’ ...

Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...

CPA firms either maintain or have access to numerous types of client records and related working papers. Requests for access to copies of such records can arise from multiple sources, including ...

There’s a transformative shift underway in financial services—one that’s hiding in plain sight, buried in your enterprise and client documents. For decades, documents have been viewed as a burdensome ...