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.
March 23, 2018
Tax Pros Being Hit with New Phishing Scam, Putting Client Data at Risk
In recent days, the “New Client” scam has re-emerged, signaling ongoing attempts by cybercriminals to target tax professionals with spear phishing schemes. In this scam, a “new client” emails the tax pro about a tax issue, attaching documents to their ...
March 22, 2018
Blockchain is a Database, Get Over It
There is a mania surrounding the blockchain technology which underlies cryptocurrencies– it is surrounded by a boundless enthusiasm, and based on the breathless excitement, one might believe that it is the cure for cancer, Alzheimer’s disease, and the ...
March 22, 2018
Apps We Love – Eldercare
Our niche practice focus this month is Eldercare, so the time is right to consider how technology is helping us care for our parents, grandparents, and other elderly people in our lives. We culled the CPA Practice Advisor community for recommendations ...
March 21, 2018
Undercover Operation Results in New Version of FreshBooks
When the transition occurred in mid-2017, anyone who signed up for FreshBooks as a new customer got the new product. “We started inviting our existing customers to try out and switch to the new version. They would receive the invite, log into their ...
March 21, 2018
Bloomberg Tax Releases No-Cost Leased Asset Accounting Solution
With the implementation deadline of the new lease accounting standard fast approaching, Bloomberg Tax’s no cost leased asset tracking model is perfectly timed to give companies a head start. Bloomberg Tax plans to release a full, robust, leased assets ...
March 21, 2018
Blue & Co. Named One of Ohio’s Best Employers
This statewide survey and awards program is designed to identify, recognize, and honor the best places of employment in Ohio, benefiting the state's economy, its workforce and businesses.
March 21, 2018
Technology Improves Compliance for Banks, But Also Increases Costs
These technological solutions—dubbed "regtech"—are widely used in the industry. The majority of respondents indicate that technology is used to comply with the Bank Secrecy Act, vendor management, Know Your Customers rules and the Community ...
March 20, 2018
An Interview with Mario Nowogrodzki, CPA – The Compliance Coach
Mendelson Consulting was founded in January 1992 with the purpose of finding the right solutions for small and medium businesses' accounting technology needs and implementing those solutions through our professional staff.
March 20, 2018
RSM Signs On as Top Tier Sponsor of Avalara CRUSH DC Conference
The countdown to Avalara CRUSH DC continues, with less than two months remaining until the industry’s premier event for transaction tax professionals kicks off on Wed., May 9. And the momentum keeps building, with RSM US LLP joining CRUSH DC ...
March 19, 2018
Top 5 Executive Networking Mistakes — And How to Avoid Them
Just because you have an extensive work history does not mean you have a robust circle of professional contacts. And one reason for that deficit is networking mistakes. When you commit these faux pas, you could be losing out on business opportunities, ...
March 19, 2018
2018 Reviews of Invoicing Systems
The ability to process recurring invoices for items such as subscriptions and memberships, or monthly donations is important, as are things such as invoice branding and customization capabilities. And it never hurts to send customers a payment reminder...
March 19, 2018
The Taxability of Cryptocurrency
This past year, cryptocurrencies, particularly Bitcoin, saw a meteoric rise in popularity and usage. Once considered something that is only utilized by cutting-edge tech gurus, cyber criminals, and those who trade on the black market, cryptocurrency ...