Taxes July 9, 2026
The IRS on Wednesday announced a new automatic process that will provide penalty relief for taxpayers who have a history of filing and paying their tax debts on time instead of requiring them to request assistance.
October 19, 2020
Fazal Mahmood and Company (FMC) has joined PrimeGlobal’s Asia Pacific region, bringing over three decades of professional experience to the association. The firm specializes in delivering high-caliber audit, accountancy, tax and ...
October 19, 2020
The hardest part of creating a workflow… and of training for your first half-marathon… is in the beginning. You need to build the habit of doing the work and documenting your results. But once that habit is formed, progress seems to happen quickly and ...
October 19, 2020
In the not-so-distant past, taxpayers who itemized could generally write off the full amount of state and local tax (SALT) payments, without any dollar restrictions. This often created a tax windfall for residents of states where income taxes or ...
October 18, 2020
Three-quarters (74.5%) of all fund managers surveyed expect the economy to improve next year—28% expect it to be “much better” and 46.5% “slightly better.” Only 15.5% of PE and VC fund managers surveyed said they expect the economy to ...
October 18, 2020
In the U.S., about 48% of theaters have reopened so far, according to researcher Comscore Inc, though those in New York City and Los Angeles, two major markets, have yet to resume business.
![1200px-Charles_Schwab_Corporation_logo.svg[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/10/1200px_Charles_Schwab_Corporation_logo.svg_1_.5f8c9f9e56a6f.png){kind=logo}
October 18, 2020
The acquisition of TD Ameritrade delivers significant scale to Schwab, which will help the company drive long-term growth and serve a broad range of clients at lower costs. With a combined total of approximately $6 trillion in ...
October 18, 2020
As small business owners continue to navigate the COVID-19 crisis, many are grappling with significant new challenges. According to a recent LendingTree survey of almost 1,400 small business owners, day-to-day business disruptions have spurred ...
![CC_logo_top[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/10/CC_logo_top_1_.5f7cac3b74423.png){kind=logo}
October 16, 2020
AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice...…
October 16, 2020
CCH Axcess Portal https://taxna.wolterskluwer.com From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting...…
![citrix-sharefile[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2020/10/citrix_sharefile_1_.5f7caf2c39163.png)
October 16, 2020
Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the...…
October 16, 2020
SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates...…
October 16, 2020
In the past six months, several organizations in the accounting profession have postponed or canceled their conferences in response to the COVID-19 pandemic, while others have taken their events virtual.