Technology June 1, 2026
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
September 13, 2019
The Doc.It portal is a secure web-based gateway that allows firms and clients to share, sign and manage financial statements, tax returns, invoices and other documents. The Doc.It portal was designed to help firms address three key ...
September 13, 2019
In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...
September 12, 2019
While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.
September 11, 2019
It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...
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September 10, 2019
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
September 9, 2019
The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.
September 6, 2019
The studies revealed that 82% of professionals feel well-informed about what they should be making in their current position, and 73% say they’ve checked their salary against market rates through online resources, salary guides or job postings in the ...
September 6, 2019
As digital transformation reshapes businesses, organizations seek technological proficiency across a range of financial roles. Companies, however, struggle finding professionals with this expertise, new research from staffing ...
September 6, 2019
Commercial credit cards for mid-to-large corporate market in the United States and Canada will continue to grow at a healthy pace, reflecting ongoing economic growth, a shift toward electronic payments, and the industry’s success in pushing the ...
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September 6, 2019
The K2 Quality Awards are in their eighteenth year and the are among the most well respected and longest standing awards in the Accounting industry. Randy Johnston, Shareholder and VP at K2 Enterprises was quite pleased “The creators of technology ...
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September 4, 2019
Biller Genie complements AccountingSuite by completing the invoicing-to-payment cycle by providing users with the ability to immediately pay online through ACH, debit and credit card payments.
September 4, 2019
The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...