Technology August 28, 2026
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
Technology October 20, 2016
Like many firm owners, Karla Dennis, EA and owner of Karla Dennis and Associates, Inc., started her career in corporate America. She was a tax supervisor overseeing a team of eight employees and clocking major hours. When she decided to start a family ...
October 19, 2016
While all generations share some characteristics and goals, millennials self-report specific values, ambitions, experiences and motivators. If you want to develop your millennial staff into finance leaders — or even to recruit and retain the best and ...
October 18, 2016
Who doesn't want to be better organized? With today's apps, there are lots of opportunities available to organize various aspects of your business and personal life. We asked members of the CPA Practice Advisor audience and family to share some of ...
October 13, 2016
The cloud’s popularity derives largely from two factors – the ability to “pay as you go” for software and infrastructure, and the ability to rapidly deploy and scale technology by leveraging vendor infrastructure. In so doing, firms are able to focus ...
October 13, 2016
More than two decades ago, industry auditing staples such as GoSystem Audit, Fast-Governmental, and Accountant’s Trial Balance were quickly replaced by a new generation of more robust audit engagement binders including CaseWare and CCH Engagement ...
October 11, 2016
Small business owners reveal importance of employee engagement when accommodating a remote workforce, according to a quarterly survey by Vistage Worldwide.
October 10, 2016
Many organizations no longer view cybersecurity as a barrier to change or as an IT cost. According to the survey, 59% of respondents said they have increased cybersecurity spending as a result of digitization of their business ecosystem.
October 6, 2016
Sage has announced that Sage X3 cloud business management solution now links directly to Salesforce. This allows the companies’ joint customers to access their customer data in the Salesforce Sales Cloud -connecting ERP and CRM business processes in ...
October 4, 2016
The award is bestowed on an individual “who has demonstrated unique service to the accounting profession.” With more than 40 years of accounting experience, Mr. Baron is a widely respected leader and technology advocate.
October 4, 2016
Another key finding is the growing focus on emerging risks. Already 55% of TeamMate's 2016 survey respondents report having a formal process to identify, assess and report on emerging risks, and 44% provide their audit committees with a regular report ...
October 3, 2016
Before casting their vote, the public can watch a video of each firm that highlights how they embody the attributes of being a future-ready firm. The attributes of a Global Firm of the Future include adopting online technologies, implementing fixed ...
October 3, 2016
Within the accounting industry, clients have come to expect on-demand access to their financial documents, and an online portal environments, ensure these needs are met in a simple and secure format. The benefits of portal environments also extend to ...