Latest Articles

July 26, 2018 

Imagine a client experience platform developed specifically for the accounting profession to simplify and digitize management of “front-stage” client tasks—including on-boarding, signature capture, client communications, information requests, and more. Liscio bridges the gap between client experience (or front-stage) tasks and back-office (or back-stage) transactional work to support connected, efficient and positive client relationships at every...…

July 26, 2018 

From CPA.com and CaseWare, OnPoint PCR is a new audit product is a self-contained preparation, compilation, and review engagement solution. It facilitates adherence to standards and improves collaboration with clients and colleagues, enhancing overall engagement quality. A key feature of this product is Guided engagements – The interactive process eliminates non-pertinent steps and allows firms...…

July 26, 2018 

The new Bill.com customer experience offers accounting firms an easier and faster way to pay and get paid. The newly designed online interface, developed based on 60 studies, hundreds of hours of user research, and input from more than 350 organizations, allows accountants to enter bills and make payments three times faster than before. It...…

July 26, 2018 

Accountant Connect by ADP is the cloud-based, mobile-friendly solution that connects accountants to their authorized clients’ payroll data and to industry-leading practice management and tax resources. Greatly enhanced in 2018, this product enables accountants with access to run payroll for their clients, and receive intelligent, client-specific notifications and updated tax resources including 20 years of...…

July 26, 2018 

Mobile payments offer amazing opportunities and potential disruptions that will affect organizations large and small. Your payments strategy needs to account for these major technological and demographic shifts so your business can concurrently meet both

July 26, 2018 

The top technologies for tax and accounting professionals were honored on Tuesday at the Los Angeles Convention Center. The 15th annual Technology Innovation Awards were presented by CPA Practice Advisor during a special ceremony at the ...

July 25, 2018 

The IRS Office of Professional Responsibility (OPR) as hreached a settlement agreement including a monetary penalty with a tax practitioner for violating professional rules of conduct set forth in Circular 230. His firm also accepted responsibility for ..

July 25, 2018 

The practitioner was retained by a client to take specific actions as required by a settlement agreement executed between the client and a third party. The settlement agreement directed transfers from the client to the third party.

July 25, 2018 

The American Institute of CPAs (AICPA) has sent recommendations to the Internal Revenue Service (IRS) and Department of the Treasury about the impact of the Tax Cuts and Jobs Act (TCJA) on accounting methods changes for small business taxpayers. Under the TCJA, small business taxpayers are permitted to streamline their tax accounting methods for years...…

July 25, 2018 

VAI, a leading ERP software developer, announced it has partnered with Vertex, Inc., a leading provider of tax technology and services, to simplify and streamline tax calculations and reporting. Through this partnership, VAI customers now have ..

July 25, 2018 

The American Institute of CPAs (AICPA) has submitted recommendations to the Internal Revenue Service (IRS) in response to Notice 2018-24, Request for Comments on Scope of Determination Letter Program for Individually Designed Plans during Calendar ...

July 25, 2018 

It used to be that only large companies did business internationally. In the past few years, increasing globalization, reduced trade barriers, the internet, and new business platforms such as eBay and Alibaba, have made cross-border trade more ...