Latest Articles

July 24, 2019 

OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been...…

July 24, 2019 

Put simply, the CCH ProSystem fx Engagement Organizer simplifies the process of requesting, receiving and tracking documents and notes between the firm and its clients. Released in November 2018, Engagement Organizer is a new solution that works within CCH ProSystem fx Engagement, which is a key component of the Wolters Kluwer Integrated Audit Approach and...…

July 24, 2019 

Accounting firms face increased pressure to improve margins on tax preparation business. They spend an incredible amount of time manipulating data to prepare returns and often: Buy over-engineered tools simply to ingest data, prepare the tax report, make final adjustments and send the balances to tax Duplicate the management of clients and staff in multiple...…

July 24, 2019 

The line between personal and professional technology continues to blur. With nearly one in five adults accessing a smart speaker in their home (according to Voicebot.ai™ research), voice technology is poised to impact the professional workspace. In response, Wolters Kluwer enhanced its award-winning CCH AnswerConnect, the answer-oriented tax research platform, with voice enabled search. Now,...…

July 24, 2019 

Tax Prep is the only fully-integrated, modern tax prep solution for accountants released in over a decade. With this new offering, Canopy now offers the first comprehensive platform for tax professionals that seamlessly connects Tax Preparation, Tax Resolution and Practice Management software all in one. This is a substantial step forward for the accounting industry...…

July 23, 2019 

"Financial Coach Master Training prepares people to help others with their money,” said Chris Hogan. “For over twenty-five years, we’ve seen millions of people take control of their money by changing their behavior, budgeting, saving, and eliminating ...

July 23, 2019 

Professional tax preparers are being reminded that federal law requires them to create a written information security plan to protect their clients’ data.

July 22, 2019 

Technology plays a vital role in firms of any size, but many smaller firms seek direction on technology issues. That is why the National Society of Accountants and CPA Practice Advisor have partnered to help you find the right technology for your firm. Please fill out the following form and we will provide expert advice...…

July 22, 2019 

For many people, texting is the favored – and sometimes only – way to connect with friends and family. Now new research from Robert Half Technology suggests that it may also be a common communication method between employers and job candidates.

July 22, 2019 

In 2018, the first year of licensing, the state Bureau of Cannabis Control worked with local law enforcement to serve six search warrants on unlicensed pot shops and seized some 1,594 pounds of cannabis worth $13.5 million.

July 22, 2019 

The Bonadio Group is one of four companies headquartered in the greater Rochester area to make the list. The firm also earned spots on 2019 regional top workplace lists in its Albany, Buffalo and Rochester locations, as well as FORTUNE’s Best ...

July 22, 2019 

Kenneth Laks of AVZ CPAs Named to Americas Board of BKR International BKR International, a top global accounting association representing more than 160 independent accounting and advisory firms recently announced that Kenneth B. Laks, CPA, MST was appointed to the Americas Board for three two-year terms. Laks is currently a partner at Albrecht, Viggiano, Zureck...…