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Shouldn’t Intuit have been disrupted by now? Cloud computing is supposed to spell doom for companies built on selling software that users install. In the white-hot payments industry, mega-players like Apple may want to invade Intuit’s financial-software fortress. Yet Brad Smith is keeping the company ahead of all the changes, buying eight firms this year and moving Intuit’s services into the cloud, around the world, and onto mobile devices (you can now compute and file your taxes from your phone). Investors see a bright future: Intuit stock is hitting all-time highs, making this specialized software company more valuable than Macy’s or Marriott. —Geoff Colvin