Technology

September 11, 2014 

Cloud document storage provider FileThis has released its new FileThis Document Portal for Professional Services system, which is designed to help streamline the gathering, organizing and sharing of financial documents from clients for time-crunched accountants, CPAs, bookkeepers, and other busy tax and finance professionals.

Isaac M. O'Bannon

September 11, 2014 

First, a federal appeals court invalidated most of the regulations imposing continuing education and other regulatory requirements imposed by the IRS on tax return preparers (Loving, et al v. IRS, Civil Action 12-385 (JEB), U.S. Dist. Ct. DC, 1/18/13). .

Ken Berry, JD

September 10, 2014 

Intuit has unveiled new speakers to inspire QuickBooks Connect attendees this October, with the addition of businesswoman Martha Stewart to an already packed agenda this fall in San Jose, Calif.

Isaac M. O'Bannon

September 9, 2014 

Thomson Reuters has released a new white paper for tax professionals, Unlocking the Limits of the Keyword: 5 Ways to be a Better Tax Researcher. The paper addresses key challenges practitioners face when answering complex tax questions — exploring the evolution of the tax research process from print to digital and examining the viability of…

Isaac M. O'Bannon

September 8, 2014 

Cloud sales tax and compliance systems provider Avalara has formed a strategic alliance with PayPlus Software, Inc., (www.payplus.com), a payroll and employee management software company serving the Professional Employer Organization (PEO) industry.

Isaac M. O'Bannon

September 8, 2014 

Jim Boomer, CPA.CITP, CGMA, MBA – 38 CIO/SHareholder, Boomer Consulting, Inc.Manhattan KS   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?) We have made major strides over the last few years in...…

September 8, 2014 

Adam Burnett – 34 Manager, Traininng and Consulting, CCHMinneapolis, MN   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 biggest workflow challenges I see firms facing are addressing customer demands for...…

September 8, 2014 

Roy Keely – 33 VP of Market Strategy, XcentricAlpharetta, GA   To what extent have you and your practice/company embraced cloud computing? We have completely embraced the cloud! So much so, we have staked our whole company on it. We are a cloud provider to the accounting profession, and a majority of our revenue comes...…

September 8, 2014 

Kim Hogan – 31 ECMp, CAPTUREp, Certified QuickBooks Cloud ProAdvisor Business Development Manager – Strategic AccountsIntuit, Inc. 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?) One I see everyday based on the...…

September 8, 2014 

Elizabeth Pittelkow, CPA, CITP, CGMA, DTM – 32 Senior Accounting ManagerArrowStream, Inc.Chicago, IL   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?) Our accounting close process recently moved to paperless approvals and...…

September 8, 2014 

Christopher M. DeMayo, CPA, MBA – 33 Partner/Team LeaderWithumSmith+Brown, PCMorristown, NJ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years?I think one of the biggest challenges I see, not only in my own firm but firms across the country, is succession to...…

September 8, 2014 

Louie Calvin – 38 Product Manager – Accounting & PayrollThomson Reuters Tax & AccountingDexter, MI What are the key challenges you see firms facing? I hear the greatest challenge facing firms is leading employees and clients though rapid technological change. Embracing new cloud-based and mobile technology is not easy and there is too much to...…