Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
November 5, 2014
AICPA Announces Scholarship Award Winners
The American Institute of CPAs has announced five recipients of the 2014-15 AICPA John L. Carey Scholarship. The one-year $5,000 scholarship is awarded to students from liberal arts and other non-traditional business backgrounds who are pursuing ...
November 5, 2014
3 Serious Mistakes to Avoid When Offering Tax Advice to Clients
When advising clients about important financial decisions, tax advisors have a tremendous responsibility to think about all aspects of transaction in the context of a client’s specific situation.
November 5, 2014
Are You Ready for Changes to the W-2 and 1099 Forms?
Tips to help employers understand some of the upcoming changes that range from health care benefits to Social Security, and how to stay in compliance.
November 5, 2014
CCH Enhances Mobile Solutions for Faster, More Efficient Results
Wolters Kluwer, CCH has added new features and enhancements to its CCH Mobile app, winner of the 2014 SIIA Software CODiE Award for Best Enterprise Mobile Application.
November 5, 2014
What to Do if You Haven’t Saved Enough for Retirement
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 5, 2014
IRS Poorly Managing Mobile Devices, Says Report
The agency's system of records designed to document wireless device inventory was not consistently updated as changes occurred, which resulted in almost 57 percent of inventory records being inaccurate.
November 5, 2014
The Best and Worst States for Taxes in 2015
The Multistate Tax Foundation (MTF) recently issued its 2015 State Business Tax Climate Index report, a benchmarking report that enables state governments and others to compare their tax systems with other states. Ideally, those states that rank ...
November 5, 2014
Illinois Firms Porte Brown and Katzenbach Merge
The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.
November 5, 2014
2014 Review of Thomson Reuters Source Document Processing
The Source Document Processing (SDP) application takes a different approach to tax document automation in that it is a proprietary solution designed to work exclusively with the FileCabinet CS and the UltraTax CS applications. It is also unique in that it
November 5, 2014
2014 Review of SurePrep 1040SCAN
The value of 1040SCAN increases with the size of your organization and the complexity of your returns. The modular approach to their products facilitates using this in small practices as well. If you are serious about automating your tax preparation ...
November 5, 2014
2014 Reviews of Client Portals for Tax & Accounting Firms
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
November 5, 2014
2014 Review of GruntWorx
GruntWorx fits best in firms that use the integrated tax software which includes; Drake Software, GoSystem Tax RS, ProSystem fx Tax and UltraTax CS. Even if you have another tax program, the GW Organize application can be a big help for ...