Technology August 28, 2026
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
June 16, 2020
Traditionally demanding tasks such as gathering client information or payment, have now become simple and streamlined. You may have to adopt new technologies, but the result is an improvement in client relationships and time savings for your firm.
June 15, 2020
The immediate need to support remote work has brought with it an increasingly complex and risky landscape in ensuring your firm’s data is safe. Thinking proactively about business continuity and disaster recovery now will ensure your firms data is ...
June 12, 2020
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
June 12, 2020
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...
June 12, 2020
Some 56 percent of business executives said their companies had sought relief funds through the Paycheck Protection Program (PPP), a $660 billion initiative under the CARES Act designed to protect small businesses and their employees...
June 11, 2020
What can we expect post-pandemic? Are there apps you have discovered that are helping to define the New Normal? Are there apps that need to be created to help us continue to exist, socialize, get back to work?
June 10, 2020
Together, they streamline the accounts payable process by enabling organizations and their suppliers to electronically submit, track, and manage payments through a complete range of payment options and capabilities.
June 10, 2020
A new study of chief financial officers and senior financial executives shows the majority (87 percent) of respondents believe a recession is likely, with more than half (53 percent) expecting it to last six months or longer.
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June 9, 2020
Attendees can expect a full session agenda designed for ITA members and guests, in addition to networking with leaders of the accounting IT profession throughout the U.S. and Canada.
June 9, 2020
The FreshBooks Accounting Professionals Program focuses on bringing together modern accounting firms with small businesses. The program is inspired by a Collaborative Accounting approach, in which accounting professionals and ...
June 8, 2020
A group that represents several of the nation’s low-cost airlines is seeking federal regulators’ permission to pack passengers into cabins without having to space them out to reduce the risk of spreading the virus.
June 8, 2020
What do you think happens to your firm when you feed it the right tools and training? What is your future vision of your tax practice? Do you want to be fit and competitive, or do you prefer the alternatives?