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November 5, 2014

2014 Review of Thomson Reuters Source Document Processing

The Source Document Processing (SDP) application takes a different approach to tax document automation in that it is a proprietary solution designed to work exclusively with the FileCabinet CS and the UltraTax CS applications. It is also unique in that it

John Higgins

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The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

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John Higgins

CPA.CITP

John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.