Technology
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Wolf & Company Adds Treehouse Technology Group
Many California Tax Refund Debit Cards Have Still Not Been Activated
Cetrom Launches Complete Managed Security Services Offering for Accounting Firms
Expensify Offers Unlimited Virtual Cards for Business Spend Management
Paychex Adds Integration with QuickBooks Online
The new integration allows users to quickly and easily connect data from the Paychex GLS, so it flows directly into their QuickBooks Online accounting package through a convenient “Link and Sync” tool in Paychex GLS. Through the integration, users can ...
No Need to Fear Blockchain: What CPAs Need to Know
Eighty-four percent of executives say their companies have at least some involvement in a blockchain project, according to PwC's 2018 Global Blockchain Survey.
The Best Technology Enhancement
A colleague recently shared an amusing story with me. At a firm she worked for, an older partner refused to use email. Instead, he tasked a staff member with sending and receiving all email to and from clients on his behalf. As if that weren’t bad enough, the partner insisted the staff member format all […]
Got Bots?
When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.
11 Easy Automation Wins for Accounting Teams
Overwhelmed by buzzwords like “blockchain” and “artificial intelligence”? While these technologies will no doubt be transformative over the next decade, there are plenty of ways for teams to get significantly more efficient and effective using ...
In Firm: 2019 IT Predictions and 2018 Results
The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...
December 2018 Firm Management Channel
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to […]
December 2018 Accounting & Audit Channel
Top 5 Skills Modern Accountants Need in 2019 Kurt Avarell, Founder & CEO, Canopy To achieve success, accountants must understand the importance of investing in themselves. This means building up their skills beyond crunching numbers and preparing tax returns. It’s important for modern accountants to improve valuable skills and build on their strengths in areas […]