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July 29, 2019 

American Financial Satisfaction Drops Slightly, But Still Near High

Americans continue to experience high levels of personal financial satisfaction thanks primarily to the stock market’s best June performance in decades. The AICPA’s Q2 2019 Personal Financial Satisfaction Index (PFSi) is down slightly from the prior quarter but still remains relatively close to its recent record high. The bull market, abundant job openings, and steadily...…

Shain AI RD Tax Credits Whitepaper

July 29, 2019 

Free Working Capital for SMBs – Whitepaper

This paper explores how CPA firms can boost their revenue by offering additional services for claim preparation of the R&D Tax Credit. Experts predict that claiming the RTC will soon become as routine as standard bookkeeping.

QuickBooks Advanced2 play button

July 26, 2019 

Power Your Business With Productivity

QuickBooks Online Advanced helps you move your business forward with deeper insights, dedicated support, and easy collaboration. This is QuickBooks Online Advanced. More insights. More flexibility. More productivity.

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July 24, 2019 

3 Steps to Understanding Lease Materiality

The issue of materiality in the new lease accounting standard can be challenging, but LeaseCrunch, the only lease accounting software made by former CPA firm auditors for CPA firm auditors, says there are three key steps to understanding the issue. “Now that operating leases must be captured on financial statements under the new lease standard,...…

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July 24, 2019 

Chata.ai – 2019 Innovation Award Winner

The foundation of the AI-driven chata.ai app is advanced Natural Language Understanding technology that provides financial professionals with the ability to find insights in their clients’ data by performing a simple search, much like typing a query into Google. By employing AI, our system recognizes queries of varying complexity and returns exactly the information a...…

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July 24, 2019 

BQE Core Intelligence AI – 2019 Innovation Award Winner

BQE Core Intelligence AI centralizes and streamlines the way organizations enter and use information for business intelligence, time and expenses, billing, project management, and accounting. Designed for accounting and other professional services firms, it offers the speed and insight to make informed decisions, increase productivity, and grow profits. Core Intelligence will change the way we...…

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July 24, 2019 

Thomson Reuters Checkpoint Edge – 2019 Innovation Award Winner

Thomson Reuters Checkpoint has always exemplified innovation in the fields of tax and accounting. Utilizing the latest advances in artificial intelligence, machine learning and cognitive computing technologies, Thomson Reuters is proud to introduce Checkpoint Edge. This newly enhanced Checkpoint interface allows firms to get faster answers to complex tax and accounting issues enabling them to...…

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July 24, 2019 

Jirav – Financial Planning and Analysis in the Cloud – 2019 Innovation Award Winner

Jirav is an innovative cloud financial planning and analysis solution designed to help accounting firms and finance professionals create tailored budgets, plans and models quickly in a highly intuitive, point-and-click interface—then present and share the information in an easy-to-understand, visualized format. The solution integrates with multiple data sources such as Xero, QuickBooks Online, NetSuite, Excel...…

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July 24, 2019 

Biller Genie – 2019 Innovation Award Winner

Biller Genie is the only software solution of its kind – providing innovative features that automate the invoicing and accounts receivable processes. The platform helps small and mid-sized businesses work smarter and improve cash flow by standardizing and automating invoice procedures and follow-up initiatives. As a side effect, Biller Genie also reduces administrative expenses and...…