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
August 21, 2018
Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...
August 21, 2018
The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...
August 21, 2018
Summer is often thought of as the marriage season, so what better time to review some of the recent marriages impacting the technology sector of the accounting profession?
August 21, 2018 Sponsored
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...
August 20, 2018
One of the top challenges business executives face today is finding and retaining the best and brightest employees in their industry.
August 20, 2018
Four Ways to Evolve Your Auditing Firm Today By Matt Towers, Product Manager, Thomson Reuters Tax & Accounting By now, most of us have been exposed to some sort of doom and gloom message about automated systems and ‘robots’ taking over the future of the tax and accounting profession. Google “jobs most likely to be...…
August 20, 2018
In case you haven’t noticed, getting fed by phone is very commonplace these days. Whether you’re calling in for lunch at the office, getting home at the end of the day and feeling too exhausted to cook, requesting food for a party, making sure your ...
August 19, 2018
Change vs. Old School is something the accounting profession has had to deal with in recent years too, and while that theme isn’t new to these pages, I’d like to give it a bit of a different twist.
August 19, 2018
Almost half (48.3 percent) of risk and compliance, internal audit, C-suite executive and board professionals plan to modernize their compliance functions by changing core compliance execution practices during the next 12 months, according to a recent ...
August 17, 2018
Thomson Reuters has launched OnBalance Express, a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combines the accessibility and security of cloud accounting ...
August 17, 2018
The IRS and the Security Summit partners warned tax professionals that savvy cybercriminals target IRS-issued identification numbers to help impersonate practitioners as well as taxpayers.
August 17, 2018
Many organizations may be unable to "go all in" with AP automation. Either it’s pricing that keeps them at a distance, outdated infrastructure, or just plain old unwillingness to change (if it ain’t broke, why fix it, after all).