Technology February 18, 2025
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
February 12, 2025
February 10, 2025
January 31, 2025
January 29, 2025
Accounting August 15, 2022
During the webinar, Adams will demonstrate the newest features in QuickBooks Desktop and QuickBooks Enterprise 2023.
June 20, 2022
With its new offering, Infrrd is promising its customers they can achieve unprecedented levels of success in the extraction and processing of data from within their documents. This is due to the powerful Artificial Intelligence (AI)-led capabilities found in Infrrd’s proprietary and patented technology. Infrrd’s IDP software platform, coupled with its team of data experts…
September 16, 2021
The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...
April 12, 2021 Sponsored
CPAs and accountants know their clients would rather spend time in their business than on their business. One of the ways to do that is to recommend third-party apps that integrate with QuickBooks Online. Apps handle tasks, speed workflow, enable productivity, and help businesses – and even your own firm – be more efficient. If...…
April 1, 2021
Now in their 17th year, the CPA Practice Advisor Readers Choice Awards give our readers the chance to spotlight the technologies they most respect and trust to provide client services, to manage their firms, and to help their clients run ...
March 25, 2021 Sponsored
CPAs and accountants know their clients would rather spend time in their business than on their business. One of the ways to do that is to recommend third-party apps that integrate with QuickBooks Online.
March 18, 2021
It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...
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 ...