Technology

July 24, 2019 

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

Isaac M. O'Bannon

July 24, 2019 

The travel industry is dynamic with transactions increasingly completed online and any room booking requires hotel or lodging taxes. For operators of hotels & motels, online booking services, resorts, vacation rentals, Airbnb’s, timeshares or any other type of accommodations, calculating and remitting the correct hotel taxes is a critical part of the process. For accounting...…

July 24, 2019 

The significant changes made to the U.S. tax code in 2018 due to tax reform touches on virtually every area of taxation, including estate and trust planning. So, in order for today’s leading organizations to stay ahead, they needed a comprehensive research platform to transform current tax law into actionable plans for their clients. The...…

July 24, 2019 

ExpensifyApproved! University provides free, all-in-one Expensify training for any accountant or bookkeeper. The program engages learners of all levels with in-depth instructional articles, visual product walkthroughs, and interactive review questions. The curriculum covers critical Expensify terms, accountant-friendly product functionality, and client management best practices. Self-led training like ExpensifyApproved! University is essential for accountants on a...…

July 24, 2019 

Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key...…

July 24, 2019 

With cybercriminals increasingly focusing on the tax and accounting profession, data security continues to be an important topic. Firms have an ethical and legal duty to take reasonable precautions to protect their clients’ data, and since passwords can be easily stolen or hacked, multi-factor authentication (MFA) is more important than ever as a tool in...…

July 24, 2019 

OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been...…

July 24, 2019 

The line between personal and professional technology continues to blur. With nearly one in five adults accessing a smart speaker in their home (according to Voicebot.ai™ research), voice technology is poised to impact the professional workspace. In response, Wolters Kluwer enhanced its award-winning CCH AnswerConnect, the answer-oriented tax research platform, with voice enabled search. Now,...…

July 24, 2019 

Lukka’s products automate and optimize accounting, audit and tax processes for funds, fund administrators, OTC and proprietary trading firms, exchanges, and accounting firms. Our mission is to transform crypto data into auditable financial information to improve operations, create financial statements and provide regulatory reporting and transparency. Lukka Crypto Office is tailored for any enterprise involved...…

July 24, 2019 

Thomson Reuters Checkpoint has always exemplified innovation in the fields of tax and accounting. Utilizing the latest advances in artificial intelligence, machine learning and cognitive computing technologies, Thomson Reuters is proud to introduce Checkpoint Edge. This newly enhanced Checkpoint interface allows firms to get faster answers to complex tax and accounting issues enabling them to...…

July 23, 2019 

Professional tax preparers are being reminded that federal law requires them to create a written information security plan to protect their clients’ data.

July 22, 2019 

Technology plays a vital role in firms of any size, but many smaller firms seek direction on technology issues. That is why the National Society of Accountants and CPA Practice Advisor have partnered to help you find the right technology for your firm. Please fill out the following form and we will provide expert advice...…