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Connections, Collaborations and Takeaways from the 2025 Boomer Circle Summit
From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.
Heather Robinson
1 hour ago2 min read


How to choose a DMS that satisfies both CIOs and IT leaders
Accounting firms need a DMS that serves both strategy and day-to-day work. This article explains how to unlock Microsoft 365 as a scalable, secure DMS—and where Intapp Collaboration fills the gaps with automated provisioning, ethical walls, integrations, and retention—so CIOs and IT leaders can boost efficiency, governance, and client service while maximizing ROI.
Guest Author
24 hours ago3 min read


Inside the Client Experience: Why Engagements Still Break Down—and What Firms Must Do Next
Despite strong technical delivery, many accounting firm engagements stall or frustrate clients due to unclear communication, fragmented processes, and heavy workloads. This article explores insights from the Inside the Client Experience Report and outlines three practical steps firms can take to close the Client Readiness Gap, strengthen relationships, and gain a competitive edge in today’s evolving accounting landscape.
Guest Author
Aug 255 min read


4 Steps to a Mindset of Possibilities
As leaders, it’s easy to fall into negative thinking that limits growth. This article outlines four practical steps to shift your mindset from obstacles to possibilities. Learn how to identify the source of discomfort, explore favorable outcomes, take action to support new beliefs, and reframe challenges as opportunities—so you can strengthen your impact and help your firm thrive.
Deanna Perkins
Aug 252 min read
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