Latest Articles

June 2, 2016 

The winners and finalists for the 13th annual Tax & Accounting Technology Innovation Awards reflect this focus on workflow and automation, which allow firms and their small business clients to operate more efficiently and profitably.

June 1, 2016 

RIVIO, a service of CPA.com in partnership with Confirmation.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with their investors and lenders ...

June 1, 2016 

Lautze & Lautze provided audit, tax and consulting services to individuals, California businesses and non-profit organizations for more than 70 years. Industry specialties included real estate, professional services and manufacturing, and a particular

June 1, 2016 

To thrive in today’s tax and accounting profession, you’ve got to anticipate opportunities in a complex landscape, be ready to react fast to changes and deliver meaningful results for your clients—wherever and whenever ...

June 1, 2016 

Doc.It’s AutoFiling feature helps accounting firms automatically file documents from tax, time and billing, and other software programs to a designated Doc.It User Inbox, a folder in a Doc.It Work Binder or to the client’s Archive.

June 1, 2016 

If you ask 10 different people to define one of today’s buzzwords – transparency – you will get 10 different answers. This post addresses “transparency” as it relates to a CPA firm compensation committee.

June 1, 2016 

Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...

June 1, 2016 

2016 Innovation Award Winner -- The Electronic Tax Return Reader imports data from borrowers’ electronic tax returns, including financial and real estate information. The patent-pending technology supports PDF files created directly from select tax ...

June 1, 2016 

Your identity has already been stolen, whether you know it or not, according to one of the most senior identity theft experts in the world. Abagnale was the real-life inspiration for the character played my Leonardo DiCaprio in the 2002 movie "Catch ...

June 1, 2016 

The XBRL US Data Quality Committee (DQC) today announced that overall, by using its first set of validation rules, filers reduced the number of errors in their filings for the data covered by those rules by 64 percent in the first quarter of 2016 as ...

May 31, 2016 

Senior citizens in 47 states and the District of Columbia aren't replacing enough of their pre-retirement incomes, according to a new Bankrate.com study. Many financial experts believe retirees need at least 70% of the income they earned in their ...

May 31, 2016 

In spring 2017, you will spend more than half your waking hours staring at tax returns unless you change your process. What would enable you to run your business more profitably and less painfully?