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.
May 18, 2016
10 Signs Your SMB Clients Could Benefit From Sales Tax Automation
Here are 10 common “events” that could signal it’s time to make a change when it comes to how you or your clients manage sales taxes.
May 18, 2016
CertCapture Mobile Scan App Offers Point-of-Transaction Sales Tax Compliance
Tax automation provider Avalara, Inc. has introduced the new CertCapture Mobile Scan App, giving businesses the ability to capture and securely submit compliance documents, in real-time, at any point in the sale/purchase transaction process.
May 18, 2016
Thomson Reuters Releases New Version of ONESOURCE Operational Transfer Pricing Technology
Thomson Reuters has released a new version of ONESOURCE Operational Transfer Pricing, a software application designed to help corporations proactively apply, manage and monitor their transfer pricing policy, the process by which companies set the ...
May 17, 2016
Karbon Task Management for Accountants
2016 Innovation Award Finalist -- Instantly see and set priorities for everyone with to-do lists. Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.
May 17, 2016
NSA Wants Major Changes To IRS Technology
The National Society of Accountants says that major changes to the technology and infrastructure the IRS uses is necessary to provide effective and responsible service.
May 16, 2016
What Are Your Firm’s Microsoft Alternatives?
My earlier column on Microsoft strategies mentioned two other technology ecosystems to support our computing needs: Apple OS & iOS, and Linux & Android. While it is clear that the mainstream of the accounting profession in the U.S. market uses ...
May 13, 2016
It’s Accounting and Bookkeeping Productivity Week: 5 Free CPE Courses To Brush Up Skills
Experts in the accounting community will share their best practices and demonstrate how one firm was able to scale 75 new clients without adding a single staff member. Speakers include: Chad Davis, CPA of LiveCA, Michael Ly of ReconciledIT, and ...
May 13, 2016
Is It Easy To Do Business With Your Firm?
If your firm is like most, you are constantly looking for ways to fuel growth. The fastest and easiest way to grow is by leveraging your existing client base. And to do so you need to make sure that your base is full of happy clients.
May 12, 2016
Why You Should Use WIP Reserves for More Accurate Revenue, WIP and Receivables Valuation
Every business wants to collect every dollar on every invoice they produce. However, the reality is that there may be write downs and partial payments and some invoices just won’t get paid no matter how many follow up calls you make or letters you or ...
May 11, 2016
Finance Execs Favor Technology-Driven Financial Reporting
Some 73 percent of controllers say that a technology-driven financial reporting audit helps them assess comparative company performance in their industry. Additionally, more than one-third of respondents say a technology-driven audit improves speed ...
May 10, 2016
Bill.com Introduces Auto Bill Entry
Auto Bill Entry automatically processes and prepares any uploaded, emailed or faxed invoices. Users can then review the processed bills and edit them as necessary. To further reduce time‐consuming data entry, users will be presented with a choice ...
May 10, 2016
Is Your Firm Using An Outdated Business Model?
CPA firms have had a good, long run. To keep this going, we need to constantly re-invent and re-engineer ourselves. Staying the same is a recipe for disaster.