Accounting

July 24, 2019 

QuickBooks Online Advanced – cloud-based offering for fast-growing businesses and accountants that serve them. QBOAV delivers deeper insights and increases productivity as business grows. By joining AI with an online ecosystem of applications, including enterprise level apps, QBOAV enables business owners and accountants to customize workflows and serves insights for better decision making. QBOAV includes...…

July 24, 2019 

Lukka’s products automate and optimize accounting, audit and tax processes for funds, fund administrators, OTC and proprietary trading firms, exchanges, and accounting firms. Our mission is to transform crypto data into auditable financial information to improve operations, create financial statements and provide regulatory reporting and transparency. Lukka Crypto Office is tailored for any enterprise involved...…

July 24, 2019 

Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key...…

July 24, 2019 

The Sage Intacct Interactive Custom Report Writer (ICRW) is a modern, visual reporting tool built to increase flexibility and agility required to improve business insights and day-to-day accounting operations. The new module enables users to build custom reports quickly and easily with hierarchical field selection, drag-and-drop functionality, and automatic formatting and simple subtotaling. ICRW also...…

July 24, 2019 

Taxfyle Outsourcing enables firms of all sizes to outsource work to our network of CPAs and EAs without going offshore. All customers are provided with an upfront quote prior to submitting the job and engagements are matched to professionals based on their skillset, availability and the software which the client requires the work to performed...…

July 24, 2019 

With cybercriminals increasingly focusing on the tax and accounting profession, data security continues to be an important topic. Firms have an ethical and legal duty to take reasonable precautions to protect their clients’ data, and since passwords can be easily stolen or hacked, multi-factor authentication (MFA) is more important than ever as a tool in...…

July 24, 2019 

OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been...…

July 24, 2019 

Put simply, the CCH ProSystem fx Engagement Organizer simplifies the process of requesting, receiving and tracking documents and notes between the firm and its clients. Released in November 2018, Engagement Organizer is a new solution that works within CCH ProSystem fx Engagement, which is a key component of the Wolters Kluwer Integrated Audit Approach and...…

July 24, 2019 

Accounting firms face increased pressure to improve margins on tax preparation business. They spend an incredible amount of time manipulating data to prepare returns and often: Buy over-engineered tools simply to ingest data, prepare the tax report, make final adjustments and send the balances to tax Duplicate the management of clients and staff in multiple...…

July 24, 2019 

The line between personal and professional technology continues to blur. With nearly one in five adults accessing a smart speaker in their home (according to Voicebot.ai™ research), voice technology is poised to impact the professional workspace. In response, Wolters Kluwer enhanced its award-winning CCH AnswerConnect, the answer-oriented tax research platform, with voice enabled search. Now,...…

July 24, 2019 

Tax Prep is the only fully-integrated, modern tax prep solution for accountants released in over a decade. With this new offering, Canopy now offers the first comprehensive platform for tax professionals that seamlessly connects Tax Preparation, Tax Resolution and Practice Management software all in one. This is a substantial step forward for the accounting industry...…

July 23, 2019 

"Financial Coach Master Training prepares people to help others with their money,” said Chris Hogan. “For over twenty-five years, we’ve seen millions of people take control of their money by changing their behavior, budgeting, saving, and eliminating ...