Technology

January 5, 2018 

The Liscio platform, which was launched in early July 2017, is the only client experience platform of its kind, developed to simplify management of all “front-stage” client tasks such as on-boarding, signature capture, client messaging and information ...

January 4, 2018 

A new ERP system shouldn’t be a set-and-forget proposition. Opportunities to customize and optimize the solution to particular needs are virtually boundless. A program that nurtures “super users” can seed the organization with experts to help make the ...

January 3, 2018 

Tax technology solutions provider Vertex, Inc., has launched new integrations for Salesforce including Salesforce CRM, Commerce Cloud, CPQ and Billing.

January 3, 2018 

Citrin Cooperman announced today that Sandra Schneider and her staff of Schneider & Associates, LLC has joined the Bethesda, MD office of the firm as of January 1. Schneider, along with Director Julie Schoen, will continue to focus on sophisticated tax and estate planning for high net worth individuals and their families. “Our Bethesda office...…

December 22, 2017 

Cloud X Partners, including its Insynq and CloudRunner product lines, has announced that it has secured an undisclosed amount in new funding to support its accelerated growth and the increasing demand in the small and medium business (SMB) cloud ...

December 21, 2017 

Regardless of the source, there’s a lot in motion that’s going to shake up the profession in the coming year. In the spirit of helping out our fellow accountants, here are a few predictions for the accounting professional in 2018.

December 20, 2017 

Looking back on the past year of education, successes and firm growth, accounting firm members of BKR International reflected and voted on their best of the best management traits to support practice management and the industry. Here five qualities they chose to ring in the new year. 1. Agility Agile leaders of independent accounting firms...…

December 20, 2017 

Many accounting firms still struggle to expand their practice and sustainably increase profits. Last month, AccountantsWorld teamed up with business and marketing guru Jay Abraham to present an event that offered unique growth strategies and tools ...

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 19, 2017 

Unless you’ve been living under a rock, you’ve probably heard of Bitcoins meteoric rise. At time of writing, BitCoin was sat at somewhere around $19,000 a unit. So popular is bitcoin that I wouldn’t be surprised if your grandparents brought it up at ...

December 19, 2017 

Twenty-one percent of CIOs surveyed say they plan to add full-time technology professionals to their teams in the first six months of the year, the same as the second half of 2017, and up 5 points from one year ago at this time. In addition to hiring ...

December 19, 2017 

Through the Paychex Flex online platform, AccountantHQ offers access to authorized client payroll and HR data and key account contacts, along with an extensive accountant resource library – all backed by an enhanced accountant service model.