Technology

March 8, 2021 

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

March 5, 2021 

Anchin has long-served clients on Long Island and this new location will enable closer proximity to an increasing number of Anchin's clients, including high net worth families and individuals served by Anchin Private Client, throughout Long Island.

March 5, 2021 

Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...

March 5, 2021 

Busy season is exactly the time of year you need the best software the most. Technology can potentially help you work faster with fewer mistakes—and thus decrease your stress.

Andrew Argue

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 ...

March 4, 2021 

Sal Visca has joined Vertex, Inc. as chief technology officer (CTO) effective immediately. He is responsible for leading the company’s technology strategy, software engineering and innovation roadmap to accelerate growth.Vertex is a global provider of tax technology solutions. Visca brings 30 years of technology and executive management expertise transforming and operating large-scale cloud software businesses....…

March 2, 2021 

Given the choice, accounts payable professionals would make the move to digital payment solutions. And those who already have are quite pleased with the decision. Around three-quarters report being “very” or “extremely satisfied” with digital wallets...

March 2, 2021 

Dedicated to meeting the specific needs of the middle market and enterprise clients as they navigate disruption, BDO Digital offers clients a holistic portfolio of technology and transformation strategy capabilities, tailored by ....

March 2, 2021 

CLA already has a growing number of clients in the Nashville market, creating more than $3 million of volume to date. To manage the business and CLA’s regional efforts, the firm also announced a few key relocations to Nashville.

March 2, 2021 

In the role, she will design and execute the firm’s enterprise-risk management program and practices, including frameworks and methodologies to support effective risk identification, assessment, mitigation and monitoring.

March 2, 2021 

"Firms are facing an urgent need for much more comprehensive supervision of the broadest possible array of digital communications and collaboration tools," continued Marsh. "Regulators have made it clear that failure to do so will trigger significant..."

March 1, 2021 

The new group has extensive experience representing funds, corporations, and family offices and high net worth individuals with investments and philanthropic initiatives around the world. They advise on tax issues and controversies involving fund ...