While document management focused on how paper turned into data and moved around inside a tax and accounting office, there is an increasing emphasis on how documents are made available to clients. And that means making them available through portals and accessible via mobile devices.

Intuit has renamed its CPA Select program, in which it matches consumers with CPAs. Now called the TurboTax Personal Pro service, the initiative connects consumers who need advice with screen Referred CPAs, who will prepare the requester's taxes. Intuit also has a new Refund Transfer program in which it will pay preparers who initiate RTs.

The Internal Revenue Service says that the volume efiling of business tax returns this year is nearly 10 percent higher than a year ago. The IRS says as of September 21, more than 7 million corporations and partnerships efiled, compared to 3.5 million in 2013's corresponding period.