Founder & Chief Marketing Officer, Capital Confirmation Brentwood, TN Education: MBA at Vanderbilt University; BBA at Southern Methodist University Professional Associations/Memberships: AICPA & TN Society of CPAs Civic Involvement: Board Member Green Hills YMCA, Advisory Board Member at Cumberland Heights, Nashville Chamber of Commerce Partnership 2010 Entrepreneurship Task Force Hobbies: Outdoor activities, adventure sports Cell […]
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 as well as retrieve information from their CPA firm, ensuring data is submitted from an authenticated source. CPA.com and Confirmation.com are defining the new standard in […]
The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow, increased accessibility, enhanced collaboration, or other means.
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.
The online clearinghouse was developed jointly by CPA.com and Confirmation.com, a company that offers a market-leading solution for electronic audit confirmations and is well known in both the accounting profession and the banking industry.
The platform streamlines everything from preparing and post-dating letters for automated release, obtaining client approvals, tracking responses and receiving documented updates.
Audits are not the realm of only the Big 4 and other very large practices. Many small and mid-sized firms also offer A&A services to their clients. But audits can certainly be complex and labor intensive, not to mention the considerable regulatory obligations that accompany them. With the right tools and services, such as those in this section, even small firms and sole practitioners have found audit services to be a valuable and highly sought after offering.
There are ample articles trying to convince you of the value of Cloud Computing. There are three primary application approaches for the cloud: 1) Backup, which we have reviewed in prior columns covering products like NetRescue, Gillware and eFolder, 2) Hosting, including companies like CPAASP InsynQ, Awensa, Cloud 9 and Real Time Data Services, Thomson […]