Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
June 27, 2017
Protect Your Firm and Clients with Multi-Factor Authentication
Authentication is simply a process that verifies a user’s identity. The most common form of authentication is a password, but given the rise of tax-related identity theft and phishing schemes that accounting firms face, a password is no longer enough ...
June 27, 2017
June 2017 Firm Management Channel
With the current break-neck pace of software and technology we can often overlook the fact that "the cloud" is really just outsourcing. The term "cloud" is simply a catch-all term for subscription-based services running on someone else's network.
June 27, 2017
June 2017 Accounting & Audit Channel
A SOC 2 attestation focuses on an organization’s controls in areas such as operations and compliance. It is performed in accordance with AT Section 101: Attest Engagements, and this report is generally best suited for financial services, health care ...
June 26, 2017
Apps We Love: Communicating!
How do you communicate with your clients and your co-workers? If you’re still relying on the telephone, you’re probably finding that many of your colleagues prefer to connect with you in more modern ways. Even email is taking a backseat to many of the ...
June 26, 2017
Conference Vibes: The Participation Factor
I travel to a lot of conferences in and related to the accounting profession: national, state, local, user – some are large (the largest was last year’s Sage Summit which touted 15,000 attendees), some are quite small (150 is about the smallest I’ve ...
June 26, 2017
Aplos Software and Portalbuzz Merge
Aplos and Portalbuzz plan to expedite the development of new product features and the integration of their systems, which customers can expect to see in the next few months. Portalbuzz customers are already experiencing the benefits of the merger, with...
June 23, 2017
How to Build a Successful Curriculum for Your Firm
As advancing technology and generational shifts transform the accounting profession, forward-thinking firms who are looking to attract and retain top talent are increasingly recognizing the value of a comprehensive learning curriculum.
June 22, 2017
4 Thomson Reuters Products Named CODiE Award Finalists
The Software & Information Industry Association (SIIA) CODiE Awards are the premier awards for the software and information industries, and have been recognizing product excellence for over 30 years. The awards offer 93 categories that are organized ...
June 21, 2017
Adaptive Insights Named SIIA Business Technology CODiE Award Finalist for Best Financial Management Solution
A three-time CODiE award winner, Adaptive Insights provides the only unified planning, reporting, and analytics suite of CPM software built for the cloud. The Adaptive Suite’s active planning process empowers organizations to easily and ...
June 21, 2017
FloQast Receives $25 Million in Series B Financing
Financial management software provider FloQast has completed a $25 million Series B round of financing. The funds will be used to accelerate product innovation, expand into overseas markets and scaling of the Company’s go-to-market capabilities.
June 20, 2017
New Tax Scam Plugs Into Electronic Fears
Now scammers are trying to scare taxpayers by thinking their payments to them will be linked to the Electronic Federal Tax Payment System (EFTPS).
June 20, 2017
Thomson Reuters Releases Answer Path Enhancement to Checkpoint State and Local Tax Libraries
Thomson Reuters has launched the award-winning Checkpoint Answer Path feature for its state and local tax research libraries to provide tax professionals with reliable and timely answers even more quickly and efficiently. As a user types their keyword ...