Latest Articles

November 9, 2021 

Modern Treasury, a payments operations software provider, and Metropolitan Commercial Bank, (MCB), a bank focused on the most entrepreneurial platforms and marketplaces, today announced a new integration for automated payment operations that simplifies the management of the entire cycle of money movement. Modern Treasury’s payment operations platform enables companies to make and manage payments via a...…

Isaac M. O'Bannon

November 9, 2021 

The CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021. Financial institutions and independent mortgage bankers continue to shift their focus toward the modern borrower experience, defined by digitization...…

Isaac M. O'Bannon

November 9, 2021 

Trovata will connect and manage these feeds to streamline journal entries and bank reconciliation within Sage products using Sage Banking Service, a global platform that integrates with banks and bank aggregators, keeping accounts up to date and reconciled with transactions in customers’ bank accounts. This gives Sage customers, who use a solution such as Sage Intacct,...…

Isaac M. O'Bannon

November 9, 2021 

The investment will enable Zenwork, operating under the Tax1099 and Compliancely brands, to accelerate product innovation and meet growing business demand for modern, automated technology solutions that address regulatory compliance and power ...

Isaac M. O'Bannon

November 8, 2021 

The tax and accounting industry is always evolving. Over the last year and a half in particular, there have been major changes in how the industry approaches advisory services, technology, culture, recruiting, and more. The accounting industry is going...

November 5, 2021 

Led by CEO and founder Enrico Palmerino, Botkeeper provides an automated bookkeeping solution to accounting firms, using a unique combination of technology and team members. The company intends to use the funds for the expansion of its platform, ...

November 5, 2021  Sponsored

This year’s QuickBooks Connect, Nov. 3-4, featured presentations for accountants and their small business clients, with keynotes by celebrity chef Carla Hall, actress and philanthropist Kristen Bell, and author and purpose coach Jay Shetty.

November 4, 2021 

Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the city of Atlanta by merging in local firm, Brooks, McGinnis & Company, LLC.

November 4, 2021 

For single taxpayers covered by a workplace retirement plan, the phase-out range is increased to $68,000 to $78,000, up from $66,000 to $76,000.

Isaac M. O'Bannon

November 4, 2021 

The International Federation of Accountants (IFAC) has unveiled a new online resource providing unprecedented access to the international standards that support and distinguish the accountancy profession. eIS, short for e-International Standards, ...

November 4, 2021 

Digital transformation is a top priority for nearly every institution and commands the attention of many senior executives across the finance, legal and operations areas. While many parts of the organization have begun the digitization journey, tax ...

November 4, 2021 

Supplier Central leverages existing integrations to automate AR workflows and arm suppliers with actionable data insights and visibility into invoices and payments. Both suppliers and their customers benefit from significant time savings, while also ...