Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
November 21, 2016
How the Cloud Can Transform Your Accounting Practice
Over the past decade, the fundamental value proposition of the cloud hasn’t changed much – anytime, anywhere access, reduced IT burden and business continuity assurance in the event of a fire or other disaster situation. But even with these ...
November 21, 2016
Balancing Competing Interests in the IRS Future State
Is the IRS the biggest obstacle to voluntary compliance in America? National Taxpayer Advocate (NTA) Nina Olson seems to think so. In her most recent annual report to Congress, the NTA designated the future of taxpayer service as the most serious ...
November 21, 2016
Avalara Receives User Favorite Award at Accountex
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced it has won a User Favorite Award in the Sales Tax category at Accountex, an independent expo and conference devoted to accounting ...
November 21, 2016
Technology and Culture Top List of M&A Pain Points
The greatest pain points for companies going through a merger or acquisition are meshing technology and staff, recent research shows. In the Robert Half Management Resources survey, CFOs report business systems and employees and corporate culture are ...
November 18, 2016
Professionals on the Move – November 18, 2016
BerryDunn Names Recent Hires BerryDunn recently announced the following new hires across several practice areas: Heather Booth, staff accountant, Matthew Dube, staff auditor, Ian Martell, staff accountant, Jennifer Morris, staff accountant, Paige Nadeau, staff accountant and Chelsea Stanley, staff accountant – all in the Audit and Accounting Group; Bethany Bielicki, campus recruiter in the Executive...…
November 17, 2016
The Basics of Sales Tax Filing for Small Businesses
The rules and procedures for filing sales taxes are completely individual to each state. So it’s imperative to find out what the rules and processes are for each state where you are collecting sales taxes. For those specifics, you can turn to our ...
November 17, 2016
8 Rules for Effective Technology Management
The ongoing war for talent, coupled with the rapid advancement of technology, is fueling exponential growth in the importance of technology. It creates a challenge and an opportunity. From the challenge side, we are already being forced to do more ...
November 17, 2016
2016 Review of Client Portals for Accounting Firms
Although accounting firms have typically used email to send files to their clients, stricter confidentiality requirements and difficulty in transmitting large files have made email usage difficult, if not impossible in most situations. Portals offer a ...
November 17, 2016
Apps We Love – Tech for the Holidays!
It’s holiday season, and whether you are celebrating family, religion, tradition, or just counting on some time off before busy season, these apps will help you through the days ahead. Get organized, plan menus, stay on top of your gift giving ...
November 16, 2016
How Accountants and Tax Pros Can Survive and Thrive During Busy Season
Part One: Silver Bells, Silver Bells… When the air starts to snap and the dulcet(ish?) tones of holiday music fill the mall, you’re not thinking about turkeys and wrapping paper. You’re an accountant. For you, the holidays mean just one thing: busy season is around the corner. Don’t worry. You’ll survive. You always do. But...…
November 16, 2016
Understanding Millennial Small Business Owners
Millennials are now the largest living generation in the U.S.. An acute understanding of the entrepreneurial individuals in this group is growing to be a necessity for accountants and bookkeepers in order to provide services that will meet their needs ...
November 15, 2016
5 Tips on How to Market an Accounting Firm
With technology an integral part of our everyday life, we’re all learning how to sift through loads of information quickly. For accounting firms who want to effectively engage with clients and prospects, getting to the top of the information heap ...