Technology March 27, 2026
How Accounting Firms Can Stay Ahead of BSA/AML Expectations
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
April 12, 2021
Vertex Launches Global Transaction Tax Determination for Oracle ERP Users
The Vertex Accelerator streamlines previously manual tasks and gives customers faster, more detailed adjustments to tax configurations and data to help businesses as they make acquisitions, introduce new products, and expand into new regions.
April 9, 2021
5 Tips to Optimize Firm Workflow
Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.
April 9, 2021
Lead Edge Capital Partners with SafeSend to Accelerate Workflow Automation Technology for the Tax and Accounting Profession
SafeSend, a provider of e-sign and workflow automation technology for certified public accountants (CPAs) and tax preparers, today announced a partnership with Lead Edge Capital, a growth-stage investment firm based in New York and Santa Barbara, to ...
April 9, 2021
Virtually Fraud-Proof: Why Now is the Time to Grow Your Virtual Card Program
One of the business stories coming out of the last year is the dramatic growth of electronic supplier payments. In Q4, Nacha, National Automated Clearinghouse, reported a 15 percent year-over-year increase in B2B ACH payments.
April 9, 2021
Avantax Welcomes Legacy Capital Advisors, LLC
Led by Managing Partners Chris Kirkland and Kevin Kelly, Legacy Capital Advisors serves a diverse client base ranging from retirees or soon-to-retire clients for whom income generation is key, to clients earlier in their investing cycle who often are ...
April 9, 2021
Moynihan Accounting Scholarship Fund’s COAP Applications Are Now Open
The MSF also provides direct scholarships, in addition to its ongoing sponsorship of the COAP program. COAP is a three-decade-old program, pioneered by CPAs, reaching out to high school students throughout the state of New York. It introduces promising...
April 9, 2021
Avalara CRUSH Virtual Keynote and Featured Speakers Announced
This year’s event will be hosted by award-winning documentarian, journalist, speaker, author, and philanthropist Soledad O’Brien, CEO of Soledad O’Brien Productions, and Scott McFarlane, co-founder and CEO of Avalara.
April 8, 2021
Social Media Ad Buying Tips for CPAs
When it comes to expanding your firm’s brand reach, generating leads, or announcing a merger/acquisition, social media advertising should be an integral part of your marketing strategy.
April 6, 2021
What Is Your Long-Term Remote Work Strategy?
We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…
April 6, 2021
States Start Taxing Digital Advertising
Digital advertising taxes have been introduced in Connecticut, Indiana, Montana, New York, and Washington, though the Montana measure has already been tabled.
April 5, 2021
How Covid Changed the Accounting Profession for Good
As we reach the one year anniversary of stay-at-home mandates across the nation, it’s important to reflect on how COVID-19 has changed the accounting and tax industry as we knew it. For the past year, many of us have been waiting to return to “normal,” ..