LivePlan Wins 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Award

Los Angeles, CA

LivePlan, Palo Alto Software’s cloud-based forecasting, budgeting and small business management software, was named a winner of the 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Award at the 2015 California Accounting and Business Show and Conference in Los Angeles, CA. last week.

“LivePlan was selected as one of our winners for this award because they have taken their nearly 20 years of being leaders in business planning and updated their planning technology to allow accountants to advise their clients in the cloud,” commented Gail Perry, CPA Practice Advisor’s Editor-in-Chief and Certified Public Accountant. “LivePlan helps accountants work with clients to set business goals, track their progress on a Scoreboard that syncs with QuickBooks and Xero accounting software, and provides easy-to-read financial reports that help clients make critical business decisions. Recipients of this award must demonstrate that they are changing the accounting profession by responding to the evolving needs of the tax and accounting professionals by providing technology that addresses the new reality of on-demand information and business agility - and LivePlan fit the bill.”

LivePlan was one of five winners selected for its ability to improve workflow, accessibility and client collaboration. Other winners include Avalara, Expensify, FileThis Pro and Tallie’s expense report integration with Intacct. Winners and finalists of the Innovation Awards were selected by CPA Practice Advisor’s editorial board and awards committee, a group of accounting thought leaders and professionals from across the United States.

“It’s a honor for LivePlan to receive recognition from a prestigious group of thought leaders. We love being recognized as tool that helps accountants better advise their clients around business planning and small business financial management,” says Sabrina Parsons, CEO of Palo Alto Software, makers of LivePlan. “Accountants have been enthusiastically adopting LivePlan to grow their practice and become more strategic advisors, so receiving this award validates the value that we bring to an accountant's practice with LivePlan..”

This is CPA Practice Advisor’s 12th annual Tax & Accounting Technology Innovation Awards. CPA Practice Advisor provides resources for accounting and tax practitioners, offering vital practice resources, peer and thought leader insight, news, technology reviews, professional education, interactive tools and additional content geared toward helping these professionals develop firms that are more effective and successful at serving their business and individual clients.

For more information about the award, please visit:

For more information about LivePlan’s Accountant Program, please visit