Latest Articles

August 19, 2020 

In 2020 they’re needed more than ever for companies to still conduct business remotely. Adapting compliance standards allow businesses in any industry to use eSignature platforms to stay effective.

August 19, 2020 

By partnering with Avalara, a tax compliance software provider, Billtrust customers will benefit from an automated process to collect, validate, store and manage sales tax exemption certificates, eliminating manual work and creating a ...

Technology August 18, 2020 

In the future, we will move beyond simple data integrations between applications toward workflow automation tools and with data from many different mainstream systems consolidated in a business intelligence tool. My research shows that most mid-sized ...

Brian Tankersley

August 18, 2020 

Many CPAs are turning to the latest communications systems in order to communicate effectively with clients. VoIP, which stands for voice over internet protocol, is literally changing the way CPAs communicate.

August 18, 2020 

The Treasury Department and the Internal Revenue Service said they will send interest payments to about 13.9 million individual taxpayers who timely filed their 2019 federal income tax returns and are receiving refunds.

August 18, 2020 

The American Institute of CPAs (AICPA) recently recognized four outstanding academics for their teaching and research during the annual American Accounting Association (AAA) meeting.

August 17, 2020 

The IRS continues a nationwide education effort to share information with ITIN holders. To help taxpayers, the IRS offers a variety of informational materials, including flyers and fact sheets, available in up to seven languages, including ...

August 17, 2020 

Reputation.com, provider of the first -- and only -- complete Reputation Experience Management (RXM) platform, today announced the appointment of Shannon Nash, CPA, Esq., as Chief Accounting Officer. In this role, Nash will tap into her history of ...

August 17, 2020 

Taxpayers can now submit Form 1040-X electronically with commercial tax-filing software.

August 17, 2020 

The tax document automation products reviewed in this issue vary, with some better suited to larger firms, while others work better for smaller firms processing fewer returns.

Mary Girsch-Bock

August 17, 2020 

CCH ProSystem fx Scan with AutoFlow Technology Wolters Kluwer www.cchgroup.com From the 2020 review of Tax Document Automation systems. CCH ProSystem fx Scan with AutoFlow Technology is a good fit for CPA firms and accounting professionals of any size. CCH ProSystem fx Scan creates digital files while providing users with the ability to bookmark, annotate,...…

Mary Girsch-Bock

August 17, 2020 

SurePrep 1040SCAN www.sureprep.com From the 2020 review of Tax Document Automation systems. SurePrep 1040SCAN is a scanning application that can also be used with SPbinder or TaxCaddy, also from SurePrep, and offers integration with numerous third-party tax preparation applications such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS....…

Mary Girsch-Bock