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 2, 2016
Execs Worry Over FATCA and CRS Compliance
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
2016 Innovation Awards Announced in L.A.
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
California Firm Lautze & Lautze Merges Into Marcum LLP
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 Enhances AutoFiling, Time and Billing Integration, and Workflow
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, Warns Inspiration for Catch Me If You Can
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
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
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
How Any Retailer Can Offer Free Shipping
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
FreshBooks Launches New Android Phone Card Reader
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
2016 Tech Trends for Accounting Firms
Five IT Infrastructure and workstation trends for firms to consider as they evaluate system upgrades this summer.
May 25, 2016
SAP Introduces Cloud Finance App
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
Thomson Reuters Named NetSuite New Partner of the Year
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
Neat Enhances Its NeatVerify and InDocument Identification Technology, Improving Paperless Workflow
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 ...