Technology May 1, 2026
Canopy Launches Canopy Coworker
Accounting firm practice management platform Canopy has released Canopy Coworker, an AI execution layer designed to transition practices into autonomous firms.
June 26, 2018
Automation In An Increasingly Complex SMB Tax World
Even before Quill was overturned, jurisdictions were constantly readjusting their tax strategies to close the tax gaps generated by digital transformation and evolving business models. This means tax requirements are always changing, creating ...
June 25, 2018
What’s the Future for Financial Statements in the Digital World?
Audited financial statements are a key underpinning of our financial markets. But are they still relevant in a digital world in which reams of information can be synthesized and analyzed for insight?
June 25, 2018
TaxSlayer Launches Workful – New Small Business Suite with Payroll, HR and Point of Sale
Workful’s two main offerings are a payroll manager and an HR manager, with a point of sale (POS) system soon to join. With the payroll tool, company managers can easily automate payroll for employees by syncing with their employee’s timesheets, ...
June 25, 2018
HR Departments Focusing on Engagement and Company Culture
The Paychex report also showed a commitment to talent management, as 85% of respondents said they’re focusing on company culture to drive results, and 77% feel their current HR technology solution is improving overall employee experience.
June 25, 2018
Are Grants Subject to Revenue Recognition?
Revenue recognition brought to light a diversity of practice in the way that nonprofit organizations and funders classified grants and contracts from federal, state and local governments and other funding sources such as foundations in the financial ...
June 25, 2018
Machine Learning and Digital Finance: Empowering Intelligent and Integrated Payment Clearing
In today’s real-time digital world, businesses need to adapt to dynamic opportunities quickly. Finance teams in particular are under pressure to reduce their operating costs, while acting as a strategic partner to various parts of the business. The expectations are clear – reduce the effort spent on manual, routine tasks and focus on new insights...…
June 25, 2018
Securely Sharing Client Documents: It’s Time to Consider a Portal
How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of an audit, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents requiring client signature? Tax and financial documents...…
June 25, 2018
Forward-Looking Statements Still Mislead Investors, Despite Disclaimers
The first is that, when nonprofessional investors are presented with either of two press releases announcing earnings results for the same company, one containing optimistic forward-looking statements the other not, the former elicits a markedly ...
June 22, 2018
Thomson Reuters Passes 250 Firm Milestone with Progressive Practice Forward Offering
Thomson Reuters is marking the 250th firm to benefit from Practice Forward, an innovative program that guides firms through a business model transformational roadmap, culminating in a client service approach that is proactive, harnesses the unique ...
June 22, 2018
How the ‘Hollywood Model’ of Work Could Change HR and Accounting
When someone talks about the Hollywood model, they are referring to the workplace methods movie studios use to make films. While most of us tend to think of films based on the actors who star in them—or perhaps based on the directors who made them ..
June 22, 2018
Eileen Pastenieks Named President Of CalCPA Education Foundation
Eileen Pastenieks, CPA, CFE, CFF, has been elected president of the California Society of CPAs (CalCPA.org) Education Foundation for 2018-19 by the CalCPA Council at its meeting at the Westin Bonaventure Hotel.
June 22, 2018
Comdata Launches ASAP Solution to Help Growing Businesses Automate Accounts Payable
ASAP by Comdata helps growing small and mid-size companies eliminate paper and manual data entry in their accounts payable process, minimizing errors and unnecessary financial risk. Industry research shows that the cost to process and pay a single ...