Technology September 26, 2025
Sales Tax and Scalability: Why Your ERP Isn’t Enough
Here's where ERP tax compliance tools fall short, and why scalable tax compliance requires a purpose-built tax automation platform.
August 22, 2017
DocuWare Conference to be Held May 8-10, 2018
Through interactive workshops, DocuWare experts will showcase the latest in document management technology with a special emphasis on cloud solution benefits. DocuWare experts and Partners will learn from each other through meaningful discussions and ...
August 21, 2017
How Client Experience Can Make Or Break A Firm
If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...
August 21, 2017
The 2017 Under 40 Honorees: Breaking New Ground on All Levels
This year’s 40 Under 40 and 20 Under 40 honorees are visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, their collaborative efforts guaranteed to provide unity to the ...
August 21, 2017
Elevating Roles in the Face of Automation
It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...
August 21, 2017
Bas Kniphorst – 2017 20 Under 40 Honoree
Bas Kniphorst Age: 39 Employer: Wolters Kluwer Tax & Accounting US Title: Vice President Product Management City/State: Riverwoods IL Website: www.CCHGroup.com, https://www.linkedin.com/in/baskniphorst/ Twitter: Upon graduation from college I was intrigued by the world of content and joined Wolters Kluwer in 2001. The internet had radically altered the business model and the...…
August 21, 2017
Daniel Vidal, MS – 2017 20 Under 40 Honoree
Daniel Vidal Age: 28 Employer: Expensify Title: Head of Business Development City/State: Portland, OR Website: www.expensify.com Twitter: @DanielVidal88 Having the opportunity to create Expensify’s partnership programs from scratch has been an incredible journey. My role at Expensify started informally. Initially, it was just overseeing conversations with all our non-customers: individuals whom we had no...…
August 21, 2017
PBC Lists – Prepared By Client Lists Now Automated
Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques to make our work easier, faster and ...
August 21, 2017
A CPA’s Guide to the New EEO-1 Report, and Why It Matters
Employers of all sizes rely on accounting professionals to manage and report on their financial performance. With ever-shifting regulations and compliance demands, the traditional role of accounting professionals is evolving.
August 21, 2017
Succession Planning for CPAs: A Tale of Two Exit Strategies
Succession planning is a major area of concern for CPA firms. With baby boomers hitting retirement age, the following statistics underscore why it is such a compelling issue to the profession:
August 21, 2017
FloQast Appoints Wynn White CMO
In this new capacity, White will oversee the company’s global marketing initiatives, helping create further awareness of and drive demand for FloQast’s innovative close management software.
August 18, 2017
Apps We Love August 2017: Document Sharing
File sharing and collaboration are no longer for the tech crowd, but are essential tools of client service and teamwork. File sharing apps not only allow users to stay focused on the task at hand, and the right document version, they can also ...
August 18, 2017
Five Reasons You Should Join a Professional Association
Years ago, I trained and raced a six “man” outrigger canoe as a member of a local club. A few mornings each week, our team would meet at the boat and train for several hours to ensure each team member set his paddle into the water simultaneously ...