Cloud software company Acumatica has raised $25 million in equity funding. Accel-KKR led the new funding round and will take a seat on the company’s board of directors. An important use of proceeds will be to increase development efforts.

The American Institute of CPAs has launched a new personal financial planning curriculum and what it calls a new pathway to the Personal Financial Specialist credential. The new program has five certificate covering different areas of personal financial planning

Wolters Kluwer has introduced the Engagement Organizer, an automated client request list within CCH ProSystem fx Engagement. The organized provides a portal connection to enable auditors and clients to connection to review and complete templates and document.