Technology December 5, 2025
The new partnerships with Trullion, Audit Sight, Crunchafi, Fieldguide, Validis, and Valid8 Financial support automated, data-driven audits, Thomson Reuters says.
December 4, 2025
December 3, 2025
December 2, 2025
September 8, 2014
Danielle Supkis Cheek, CPA, CFE, CVA – 30 President, D. Supkis Cheek, PLLCHouston, TX What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I have been very fortunate to be a Native...…
September 8, 2014
Brian Tully – 39 V.P. & Head, ONESOURCE Transfer PricingThomson ReutersNew York What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) In today’s iPhone world, software needs to be intuitive and solve...…
September 8, 2014
Jonyce J. Bullock, CPA, CGMA – 36 PartnerSquire & Company, PCOrem, UT What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The challenges I have seen in workflow are not in finding...…
September 8, 2014
Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, OH What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change in workflow over the last few years has been...…
September 8, 2014
Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation...…
September 8, 2014
Craig Walker – 36 Chief Technology OfficerXeroNew York What are the key challenges you see firms facing over the past few years? I see many accounting professionals and firms still spending a lot of time doing lower-value, non-billable work such as data entry, managing software version mismatches or filing paper documents. The cloud offers a...…
September 8, 2014
Jennifer Warawa, CPA.CITP – 38 Vice President & General ManagerSage Accountant SolutionsLawrenceville, GA To what extent have you and your practice/company embraced cloud computing? Sage is a company that believes in purposeful innovation, introducing software and solutions to small and medium-sized businesses (SMBs) as they have a need for them, rather than innovating for...…
September 8, 2014
Paul J. Loftus – 39 V.P., Sales Revenue & RetentionWolters Kluwer, CCHAtlanta, GA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Today’s CPA firms are faced with the daunting tasks of...…
September 8, 2014
Paul Weisinger, CPA/ABV, CVA – 38 Partner, Walthall CPAsCleveland, OH What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Over the past few years, there have been a number of variables creating...…
September 8, 2014
Sean Hanthorne – 35 Director of Education ServicesRootworks, LLC / Root & AssociatesFerndale, MI What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I would have to say the biggest change/challenge in...…
September 8, 2014
Brandon Houk, CPA (inactive) – 30 Director of Accountant ProgramsAvalara, Inc.Seattle, WA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Avalara strives on an ongoing basis to determine how best to...…
September 8, 2014
Barrett Young III, CPA – 30 Founding MemberThe Green AbacusLa Plata, MD What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest challenge in workflow for The Green Abacus has been...…