Latest Articles

November 16, 2015 

The agreements between the AICPA and LACPA were signed in a ceremony earlier this month in Beirut attended by the Lebanese Minister of Finance and a representative of the World Bank.

November 16, 2015 

The highest ratio of female partners (43 percent) falls within the firm category of 2-10 CPAs, while the lowest (20 percent) is associated with the largest firms of 100-plus CPAs, the AICPA CPA Firm Gender Survey found.

November 16, 2015 

The AICPA-CIMA Competency and Learning website, a joint project of the AICPA and CIMA, initially launched earlier this year as a tool for Chartered Global Management Accountant® (CGMA®) designation holders to expand their skills and build rewarding ...

November 16, 2015 

Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...

Isaac M. O'Bannon

November 16, 2015 

ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...

Isaac M. O'Bannon

November 16, 2015 

GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.

Isaac M. O'Bannon

November 16, 2015 

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

Isaac M. O'Bannon

November 16, 2015 

Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...

Isaac M. O'Bannon

November 16, 2015 

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

November 16, 2015 

TIGTA found that the IRS recognizes continued efforts are needed to develop and implement systemic processes to detect identity theft. To date, the IRS has taken actions that include defining business identity theft, creating procedures for IRS ...

November 16, 2015 

Prior to 2015, as corroborated by the AICPA staff, the Code of Conduct was not clear on this issue, even though firms by the thousands had adopted the non-equity position.

November 16, 2015 

Ready to set the new pace for business? Accelerate information flow and level up your productivity. Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of every office hour.DocuWare increases the velocity of your department or...…