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.
Technology March 27, 2026
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
March 27, 2026
March 27, 2026
October 30, 2018
The Privacy Shield Framework gives companies a means to comply with data protection requirements when transferring personal data from the EU to the US. The certification signifies compliance with the Framework’s stronger data protection obligations, ...
October 30, 2018
The 2018 Taxologist Awards recognize tax technology innovators in five categories.
October 29, 2018
The survey results show that while organizations are laser-focused on digital transformation and disruptive technologies, many leaders fail to also recognize the critical importance of protecting brand and reputation. Fewer than half the leaders ...
October 29, 2018
Executives must develop new leadership capabilities in order to successfully manage their organizations today and in the future, according to a new study.
October 26, 2018
Every employee has a natural predisposition towards either exploration (innovation) or optimization (efficiency). They also prefer to interact socially (with people) or elementally (with things or systems). Employers need energy in the right place to ...
October 25, 2018
It’s been four years since Apple launched Apple Pay, which together with Google Pay and Samsung Pay have ushered in the modern era of mobile payments. These “pays” have been joined by mobile payment solutions from retailers like Starbucks and Walmart, ...
October 25, 2018
As part of the enhanced partnership, Clover and Gusto will build a deeper technical integration to provide a seamless experience for small business owners, merchants and their accountant and bookkeeper-partners. Now, within the Clover network, and ...
October 25, 2018
Introduced in limited release in September, Sage Intacct Budgeting and Planning is a powerful, yet easy to use, cloud-based financial budgeting and planning solution that streamlines and improves the budget planning process. It is designed for small ...
October 25, 2018
Many accountants, business advisors, CPAs and bookkeepers have become fans of the Boomr employee time tracking suite over the years. After all, the features the software offers are ideal for accountants. The cloud-based solution makes it easier to ...
October 24, 2018
Now in its 6th year, the Emerging Leaders Program allows tax and accounting firms to nominate a rising star who displays key attributes including technical competency, exceptional communication skills, strong client service behavior, forward thinking ...
October 24, 2018
For accounting firms that plan to remain independent and grow organically, the costs of reactive IT management affect profits, productivity and retention.
October 24, 2018
Introduced in limited release in September, Sage Intacct Budgeting and Planning is a powerful, yet easy to use, cloud-based financial budgeting and planning solution that streamlines and improves the budget planning process. It is designed for small ...