Software

September 16, 2021 

The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...

April 12, 2021  Sponsored

CPAs and accountants know their clients would rather spend time in their business than on their business. One of the ways to do that is to recommend third-party apps that integrate with QuickBooks Online. Apps handle tasks, speed workflow, enable productivity, and help businesses – and even your own firm – be more efficient. If...…

April 1, 2021 

Now in their 17th year, the CPA Practice Advisor Readers Choice Awards give our readers the chance to spotlight the technologies they most respect and trust to provide client services, to manage their firms, and to help their clients run ...

Isaac M. O'Bannon

March 25, 2021  Sponsored

CPAs and accountants know their clients would rather spend time in their business than on their business. One of the ways to do that is to recommend third-party apps that integrate with QuickBooks Online.

March 18, 2021 

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

March 9, 2021 

Scaling at a rapid pace, the adoption of digital modernization has become critical for financial firms. Partially due to COVID shifting financial firms' needs, customization software aided with tools for collaboration and efficiency have become crucial...

March 4, 2021 

Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...

January 19, 2021 

The new integration will import invoices directly from QuickBooks, quickly identifying and populating all essential information such as vendor, amount due, invoice due date and more. Once the invoice has been paid through Plastiq, the platform will ...

August 3, 2018 

The Protecting Taxpayers Act (S.3278) would "amend the Internal Revenue Code of 1986 to provide additional protections to taxpayers," according to the official description. The bill was referred to the Senate Finance Committee. The bill is still a ...

Isaac M. O'Bannon

January 22, 2018 

Participants in the program who are not attorneys, CPAs or EAs do not have unlimited rights. Their rights are limited to representing clients whose returns they prepare and sign, but only before revenue agents, customer service agents and the taxpayer ...

January 19, 2018 

The endless stream of forms, deductions and claims is, shall I say, less than enjoyable, and this hardship only increases when you have an unconventional occupation – such as a freelance anything – or own a business (particularly one with employees).

December 19, 2017 

The House of Representatives passed the Tax Cuts and Jobs Act on Tuesday, the biggest change to tax laws since 1986. The bill passed on a mostly party line vote and now heads to the Senate where it is expected to see a close vote.