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.
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March 29, 2016
Advanced Accounting includes features for nonprofits to manage budgets for each of their designated funds, enabling tight controls for managers. Organizations can also build custom reports by department, campaign, project or custom segment.
March 17, 2016
Preparing to file taxes can sometimes be a year-round job, even for small businesses. It may involve different responsibilities, including estimating tax payments, planning to buy or lease capital equipment, developing retirement-saving strategies, etc.
March 16, 2016
Tax accountants have always been the white knights. Auditors were viewed by clients as necessary, consultants the fascinating innovators, but tax accountants were there to save the day.
March 14, 2016
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 3, 2016
Accountants who use ProfitCents, Sageworks’ flagship financial analysis platform, or Sageworks Valuation Solution will be able to upload client data directly from QuickBooks Online without having to do any manual data entry.
February 25, 2016
The IRS strategy to require independent, non-credentialed tax preparers took two steps forward in February. Both steps are designed to establish required education and licensing for the estimated 111,000 independent tax preparers in the US.
February 24, 2016
The appointment comes as Sage announces that it has reached 250,000 customers on its cloud products. In December, at the annual results for FY 15, Sage announced that in North America, strong performance from Sage 50 and payroll helped maintain growth.
February 22, 2016
Examples of frivolous arguments also include contentions that the only “employees” subject to federal income tax are employees of the federal government; and that only foreign-source income is taxable.
February 20, 2016
We tend to think of nonprofits – the places where we worship, adopt our pets, receive our cultural stimulation, and so on—as completely tax exempt organizations. But many of these groups do face sales tax issues, both when they purchase items and when the
February 19, 2016
Technology is at the core of professional accounting firms, and since 1990, this publication has covered the evolution of not on the technology, but also the dramatic changes in workflow processes and productivity.
February 19, 2016
Best Fit: Serenic Navigator from Serenic Software is a nonprofit accounting product best suited for mid-sized to large nonprofit organizations, NGO’s and government entities. Product Strengths Excellent budgeting capability Integrates with Microsoft Office 365 Product is available for on premise and online/cloud deployment Offers optional grant and donor management modules Potential Limitations Significant training may be...…
February 19, 2016
Best Fit: QuickBooks Online is well suited for smaller nonprofits with basic budgeting and donor tracking needs. QuickBooks Online is Intuit’s latest version available in the QuickBooks franchise. Available in four versions, from Self-Employed to Plus for up to 25 users, QuickBooks Online offers quick online system access using an number of devices including smart...…