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.
November 16, 2015
Finance Execs Seek More Effective Reporting and Disclosure Tools
Nearly three-quarters (74%) of the companies surveyed are taking action to improve their financial reports. Top improvement areas to the annual financial report (10-K) include management discussion and analysis (MD&A), the business section, risk ...
November 16, 2015
2015 Review of Intuit Lacerte and ProSeries Scan and Import
Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...
November 16, 2015
2015 Review of CCH ProSystem fx Scan with AutoFlow Technology
ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...
November 16, 2015
2015 Review of SurePrep 1040SCAN
SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...
November 16, 2015
2015 Review of Thomson Reuters UltraTax CS Source Document Processing
Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...
November 16, 2015
Old Computers Can Hurt Business Productivity and Competitiveness
Businesses periodically need to upgrade or replace creaky computer systems, or risk falling behind their competitors. If they try to muddle through with a cranky jalopy when everyone else moved up to the latest sports car, they may find themselves ...
November 16, 2015
Tax Preparers Must Renew PTINs by Dec. 31
Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.
November 15, 2015
Streamlining Tax Preparation: 2015 Review of Tax Document Automation Systems
When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma
November 15, 2015
WSG Adds New Features to Accounting Firm Workflow Software
WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.
November 13, 2015
2015 Review of InsynQ Cloud Hosting
Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.
November 13, 2015
2015 Review of Xcentric Hosting
Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.
November 13, 2015
2015 Review of Cloudvara Cloud Hosting
Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...