Latest Articles

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November 19, 2019 

Your Bedside Manner: 3 Steps to Improve Client Trust

I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...

Angie Grissom

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November 18, 2019 

3 Small Steps Toward Transformation

The CPA profession is undergoing a significant disruption which will change the way partners and staff work and the services firms provide. It’s an exciting time for all of us, yet even as firm leaders want to take the next steps in their firms’ ...

Jim Boomer

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November 18, 2019 

The Problem with Price

Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...

Garrett Wagner

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November 18, 2019 

Do Your Best Tax

If you are in the market to replace or add tools for your tax practice, there are several considerations. Vendors want to sell you new products, and they want you to be happy with the products you select. There are important characteristics that you ...

Randy Johnston

Jay Lee

November 18, 2019 

Jay Lee Joins Avalara as CMO

Lee’s appointment comes after the company’s February announcement of new executive team members. Avalara added Amit Mathradas as president and COO, Sanjay Parthasarathy as chief product officer (CPO), and Ross Tennenbaum as executive vice president of ...

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November 18, 2019 

Young Americans and Parents Sacrifice More to Make Rent

As rents continue to steadily rise across the U.S., about a quarter of rentersi say affording their rent payments is difficult or very difficult. To make ends meet, two-thirds of those renters make at least one financial sacrifice to afford their home, and half wouldn’t be able to afford an unexpected $1,000 expense, according to...…

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November 18, 2019 

2019 Review of Sales Tax Systems

If you own a business, whether you sell items or provide services to your customers, the common denominator is sales tax. If you sell solely in your city or state of residence, chances are you only need to track sales tax for that particular jurisdiction. However, if you sell throughout the U.S. or abroad, your...…

Mary Girsch-Bock

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November 18, 2019 

2019 Review of ONESOURCE Indirect Tax

ONESOURCE Indirect Tax Compliance Thomson Reuters https://tax.thomsonreuters.com/products/brands/onesource/indirect-tax/ From the 2019 reviews of sales tax compliance systems. ONESOURCE Indirect Tax Compliance is a stand-alone system from Thomson Reuters well suited for larger businesses and multi-national corporations that need to calculate a variety of taxes including domestic and global sales and use tax, VAT, and GST. ONESOURCE...…

Mary Girsch-Bock

vertex

November 18, 2019 

2019 Review of Vertex Cloud Indirect Tax

Vertex Cloud Indirect Tax Vertex www.vertexCloud.com From the 2019 reviews of sales tax compliance systems. Vertex Cloud Indirect Tax is a Software as a Service (SaaS) application that offers sales and use tax compliance. Vertex Cloud is well suited for businesses of any size that desire sales and use tax automation and compliance. Vertex Cloud...…

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November 18, 2019 

2019 Review of eFileSalesTax

efileSalesTax.com www.efilesalestax.com 877-584-2309 From the 2019 reviews of sales tax compliance systems. efileSalesTax.com is a web-based application that offers sales tax compliance and filing for four states: California, Colorado, Florida, and Illinois. efileSalesTax.com is best suited for small to mid-sized businesses as well as accounting professionals that need to file sales tax exclusively for these...…

Mary Girsch-Bock