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
September 21, 2018
This new feature allows Fattmerchant’s platform to streamline the payments and accounting processes for merchants for the most seamless user experience on the market. The bi-directional syncing component allows for both apps to be updated as soon as a ...
September 20, 2018
Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to combine with AsTech Consulting, a cyber risk management firm that specializes in application and network security, secure development and security training. Effective Nov. 1, 2018, the combination enhances the Moss Adams cybersecurity consulting practice, adding new capabilities in...…
September 20, 2018
Once users upload client trial balance data into CCH Axcess Financial Prep, the accounts are intelligently grouped, and the solution assigns the tax codes respectively. As a result, users can more quickly make adjustments based on their professional ...
September 20, 2018
The new reporting features are native within Fishbowl, and allow users to create customized forms, labels or data reports, and offer more flexibility and intelligence than ever before. Fishbowl users can develop dozens of different business ...
September 19, 2018
Although the average cost for small and medium-sized businesses to recover from a cyber-attack is estimated to be $120,000, 83% of SMBs do not have any money reserved to get back to business as usual should a breach occur. A quarter were unaware it ...
September 19, 2018
The changes to accounting rules that take effect January 2019 for public companies and January 2020 for private companies require publicly traded companies to report operating and finance leases on their balance sheets and have new lease accounting ...
September 19, 2018
Certify’s decision to purchase Captio is the latest move in a concerted effort by the company to grow its presence outside North America. In 2017, Certify expanded its relationship with UK-based Sage Software to provide enhanced product integrations ...
September 19, 2018
With cloud-based capabilities for automation, synchronized data, controlled collaboration and real-time data monitoring, Wdesk users are able to improve productivity and accountability in their processes for internal controls over financial reporting, ...
September 19, 2018
Designed for county assessors, tax collectors and clerks, the Aumentum Technology Platform offers a suite of modular tools and capabilities to enhance trust, efficiency, reliability and security in the revenue collection process.
September 19, 2018
Itemize, the expense management app powered by artificial intelligence, has been recognized by research firm Gartner as a Top 10 offering in the Expense Management marketplace for the second year in a row.
September 19, 2018
The K2 Quality Awards, now in their 17th year, are among the most well-respected and longest-standing awards in the accounting industry. Introduced in 2015, the Prime Award is granted to the company that demonstrates innovation and leadership in ...
September 15, 2018
What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...