Technology

June 2, 2016 

More than 50 percent of senior executives from multinational financial firms are concerned non-compliance with the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) mandates could affect the reputations of their institutions.

June 2, 2016 

The winners and finalists for the 13th annual Tax & Accounting Technology Innovation Awards reflect this focus on workflow and automation, which allow firms and their small business clients to operate more efficiently and profitably.

June 1, 2016 

Lautze & Lautze provided audit, tax and consulting services to individuals, California businesses and non-profit organizations for more than 70 years. Industry specialties included real estate, professional services and manufacturing, and a particular

June 1, 2016 

Doc.It’s AutoFiling feature helps accounting firms automatically file documents from tax, time and billing, and other software programs to a designated Doc.It User Inbox, a folder in a Doc.It Work Binder or to the client’s Archive.

June 1, 2016 

Your identity has already been stolen, whether you know it or not, according to one of the most senior identity theft experts in the world. Abagnale was the real-life inspiration for the character played my Leonardo DiCaprio in the 2002 movie "Catch ...

May 30, 2016 

Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…

May 29, 2016 

The pressure to offer free shipping is all too real. If for no other reason than to drive volume and attempt to compete with the likes of Amazon – particularly around the holidays.

May 28, 2016 

Offering the most up-to-date EMV security technology, the FreshBooks Card Reader provides dual chip-and-swipe capability to protected small business owners from fraudulent transactions. Credit card information is not stored on the device and is ...

May 25, 2016 

Five IT Infrastructure and workstation trends for firms to consider as they evaluate system upgrades this summer.

Roman Kepczyk

May 25, 2016 

SAP SE has introduced SAP RealSpend, a new mobile app that provides visibility and access to up-to-the-minute budget and spending information.

May 25, 2016 

Last year, the two companies entered into a partnership designed to create an integrated solution connecting the NetSuite cloud ERP with Thomson Reuters industry-leading ONESOURCE Indirect Tax product; the integration was introduced to the market ...

May 25, 2016 

The latest additions to The Neat Company’s solutions support the ever-changing operational needs of small businesses and entrepreneurs through innovative upgrades and enhancements that improve the overall user experience. Neat looks to minimize the ...