Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
August 14, 2025 Sponsored
June 30, 2025 Sponsored
June 24, 2025
March 9, 2021
Scaling at a rapid pace, the adoption of digital modernization has become critical for financial firms. Partially due to COVID shifting financial firms' needs, customization software aided with tools for collaboration and efficiency have become crucial...
March 4, 2021
Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...
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January 19, 2021
The new integration will import invoices directly from QuickBooks, quickly identifying and populating all essential information such as vendor, amount due, invoice due date and more. Once the invoice has been paid through Plastiq, the platform will ...
August 3, 2018
The Protecting Taxpayers Act (S.3278) would "amend the Internal Revenue Code of 1986 to provide additional protections to taxpayers," according to the official description. The bill was referred to the Senate Finance Committee. The bill is still a ...
January 22, 2018
Participants in the program who are not attorneys, CPAs or EAs do not have unlimited rights. Their rights are limited to representing clients whose returns they prepare and sign, but only before revenue agents, customer service agents and the taxpayer ...
January 19, 2018
The endless stream of forms, deductions and claims is, shall I say, less than enjoyable, and this hardship only increases when you have an unconventional occupation – such as a freelance anything – or own a business (particularly one with employees).
December 19, 2017
The House of Representatives passed the Tax Cuts and Jobs Act on Tuesday, the biggest change to tax laws since 1986. The bill passed on a mostly party line vote and now heads to the Senate where it is expected to see a close vote.
December 8, 2017
When determining the software’s value, review its list of features and consider the costs it could eliminate (e.g., wages of a seasonal employee), the revenue it could generate (e.g., additional services you could offer), and the freedom it could ...
November 2, 2017
The acquisition combines two customer-centric, accounting vertical-focused market leaders, bringing together a comprehensive set of offerings that address every step of the cloud journey for CPA firms, accounting professionals and their SMB clients.
August 18, 2017
Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.
July 24, 2017 Sponsored
The Boys and Girls Clubs of Alaska turned to AccuFund to help them meet their mission, and it has helped them even more by improving the organization’s efficiency and accuracy, and giving remote access to vital staff, even those in a location like ...
March 22, 2017
Collbox is a collections app that integrates with QuickBooks Online. Designed to simplify the collection process for small business owners, Collbox services are free, with users only paying a fee when a collection agency collects on an invoice.