Technology May 27, 2026
The platform's AI agents are designed to eliminate manual processes across the business tax preparation workflow of CPA firms—from processing unstructured client data to generating review-ready workpapers and output.
May 27, 2026
May 27, 2026
February 9, 2021
Global tax software provider Sovos has appointed Ruth Fornell to the newly created role of chief operations officer. Fornell comes to Sovos with extensive experience leading global teams, most recently as a general manager at payment systems company ...
February 9, 2021
OK, here’s the part where we lament how fast time goes by. We spent the last 10 years talking about how to shift leadership styles to set a new generation (millennials) up for success as they acclimate to life as professionals.
February 8, 2021
International private equity firm, Cinven, has agreed to make a significant investment into Drake Software (‘Drake’ or ‘the company’), a provider of software for tax preparers. Financial details of the transaction are not being disclosed.
February 8, 2021
The front lines that your sales team steps into has never been more challenging. Hustling for business no longer means spending longer hours and perfecting the process. Cutting through the noise and clutter requires adopting the posture, mindset, and ...
February 8, 2021
Reduce the risk for your firm and your clients this tax season by getting your Written Security Plan in place this week! Having a Written Security Plan in place is not only smart practice for your firm, but it also will limit your risk of exposure to ...
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February 8, 2021
HR and IT management platform maker Rippling has launched its new Time & Attendance solution, that automatically syncs with a business' payroll and general ledger to ensure maximum accuracy and compliance.
February 8, 2021
Fieldguide’s cloud-native platform augments the expertise of practitioners with a flexible workflow automation engine across cybersecurity and regulatory standards such as SOC 2, NIST CSF, ISO 27001, SOX404, and PCI DSS.
February 5, 2021
Although none of us know the future, I believe we now have the opportunity to create it.
February 5, 2021
Whether you plan to be a nurse, an engineer, a pharmacist or a rabbi, it wouldn’t hurt to know the long-term financial payback of the college you’re planning to attend. Four years of study — or even two, for some programs — and the debt many students ...
February 3, 2021
For CPA firms that do not have the resources to execute these measures, outsourcing sales and use tax compliance to a trusted partner can be a valuable alternative. To learn more about advising your E-Commerce clients on sales tax compliance in ...
February 3, 2021
The survey of 1,300 business leaders and F&A professionals in seven markets (US, Canada, UK, Germany, France, Singapore, Australia) was conducted by independent researcher Censuswide and examined the impact of COVID-19 on a randomly selected sample of ...
February 3, 2021
Globalization Partners, which enables companies to hire anyone, anywhere, quickly and easily, via its automated and compliant global Employer of Record platform, today announced a technology integration partnership with Sage.