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 8, 2016
ScanSnap Cloud Offers One-Touch Integration With Popular Apps
With a quick push of the Scan button, ScanSnap Cloud automatically classifies scanned data into four categories: documents, receipts, business cards and photos. Customers can simply set profiles for each category by selecting the cloud service of ...
June 8, 2016
Xero Partners with Wells Fargo, “Igniting World’s Largest Economy”
– Guest Opinion – The combination of limited access to capital, complex and time consuming financial processes, and the lack of confidence in business data has stifled growth and job creation in small businesses — the biggest sector of our global economy. But the financial web, which incorporates a network of organizations sharing financial data,...…
June 8, 2016
SMBs Self Finance, Leaving Owners To Fill Cashflow Gaps
An overwhelming majority of small to medium business owners in the U.S. self-finance their own businesses, and a majority of those SMB owners have struggled with cash flow gaps.
June 8, 2016
IRS Strengthens Authentication Process for Online Transcripts
After being disabled last spring, Get Transcript Online is now available for all users to access a copy of their tax transcripts and similar documents that summarize important tax return information.
June 6, 2016
Measuring the Value of Trust, And How Much It Costs When Trust Is Lost
Trust is a major factor when a prospect is making a buying decision. Prospects who don’t believe in the integrity of a company and/or the reliability of its products will rarely, if ever, become buyers. And when you lose your customers’ trust, you ...
June 6, 2016
Young CPAs Honored for IT Management and Technology Assurance
The recipients, all talented CPAs age 40 and under who hold the Certified Information Technology Professional (CITP) specialty credential, were announced at the AICPA's Practitioners Symposium and Tech+ Conference in Las Vegas.
June 6, 2016
Increase in Payments Fraud Worries Financial Pros
Eighty-eight percent surveyed believe that payments fraud will become a bigger threat to the financial services sector over the next two to three years. Despite this anticipated increase, just one in 10 attendees felt that an effective ...
June 3, 2016
3 Steps Businesses Can Take to Avoid Cyber Crime
Apparently, the heist couldn’t have been any simpler if it had been drawn up in the lunch line at an elementary school cafeteria.
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.