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.
June 13, 2016
2016 Review of BNA Sales Tax Rates
BNA Sales and Use Tax Rates and Sales and Use Tax Forms are both available online for easy anytime/anywhere access. With the ability to support multiple business entities, both products are truly designed for the tax professional, though businesses ...
June 13, 2016
2016 Review of Vertex SMB
Vertex SMB is a good choice for professional accountants, as well as small to mid-sized businesses that desire a product that will calculate sales and use tax as well as process and file returns. The Preferred Partner Solution; a partnership ...
June 13, 2016
2016 Review of Avalara AvaTax
Avalara offers a variety of sales tax and related products that are well suited to end users such as small to mid-sized businesses, e-commerce sellers, as well as accounting firms and CPA’s that are handling client sales tax calculations and returns.
June 13, 2016
2016 Review of CCH SureTax
One of the more unique aspects of SureTax is the ability to calculate taxes for a variety of vertical markets including Retail, Communications, Energy, Construction, and Restaurants, along with general sales and use tax. The product is a ...
June 13, 2016
2016 Reviews of Sales and Use Tax Systems
With the complicated rules, and the inordinate amount of time it would take today’s business owner to research and implement tax rates for cities, counties, states, and even countries, it’s imperative that today’s business owners invest in a software ...
June 13, 2016
Asset Managers Increase Focus On Risk Management Coordination
Asset managers continue to struggle with implementing a coordinated risk management approach across their organization, despite risk governance becoming a CEO and board-level priority for asset managers, according to EY's Risk management gaining ...
June 13, 2016
What To Do If Your Firm Gets Hacked
If your systems have been compromised, there are a number of steps to take immediately. These actions should be outlined in your firm’s incident response plan. If you don’t have one, you should work with your legal counsel and other specialists to ...
June 10, 2016
SMB Accounting – What’s Up With This Market?
Most of you who know me understand that I’ve had the privilege of having a long career in technology. The opportunities to help vendors build hardware products, as well as networking, productivity, accounting and document management software have been som
June 10, 2016
Cybersecurity Becomes Lucrative Market for Big 4 Firms
Risk & regulatory work across the U.S. consulting market grew strongly by 7.8 percent to over $14 billion, but cybersecurity work is what’s really hot for many firms, including the Big Four - as headline-grabbing news stories have struck fear into the ...
June 10, 2016
Change Is Imminent (In Accounting)
In order to remain above the competition and provide the most up-to-date accounting skills, it’s wise to stay informed on what’s affecting the world of accounting and what kind of an impact it has on the overall health of the accounting industry.
June 9, 2016
Balancing Spiritual and Business: What Accounting Firms Need to Know about Churches
Do you donate to charitable organizations? If so, you are supporting a thriving industry in the United States. According to the National Center for Charitable Statistics, individuals in 2015 donated more than $258 billion to nonprofit organizations.
June 9, 2016
Survey Reveals Traits of Growth-Oriented Bookkeepers
Bookkeepers anticipate growth in the next one to two years and are turning to the cloud in droves, according to the State of Bookkeeping Practices 2016 Survey, sponsored by Bill.com and released today. The survey also reveals that despite offering a ...