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
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February 12, 2016
You may have seen recent ads by a major tax preparation provider claiming that, “it doesn’t take a genius to do your taxes”. Unfortunately, they’re right. I’m not a genius. You’re probably not a genius. Neither is the mechanic that recently fixed the ...
February 11, 2016
Late last year, Chris Hamilton succeeded Luis Sanchez as leader of Intuit's ProAdvisor Program. Since then, Hamilton has been busy carrying on the initiatives that were already in place while simultaneously planning for the program's future.
February 9, 2016
By integrating Xero financial data with Microsoft Power BI, Xero says it is delivering big data for small business so customers can directly connect with, and gain insight from, their business data through the deep visualization tools & the power of ...
February 9, 2016
Aplos has succeeded as a SaaS startup outside of Silicon Valley by being the first company to build cloud accounting software specifically for small nonprofits. Organizations of this size often use off-the-shelf small business software, which aren't ...
February 5, 2016
The Internal Revenue Service says taxpayers should beware of unscrupulous return preparers, what it says is one of the most common “Dirty Dozen” tax scams seen during tax season.
February 4, 2016
If your tax preparer is unethical and incorrectly prepares it for you, you could be liable for back taxes, penalties and even criminal punishment. That's why taxpayers need to do a little checking before having someone else do their taxes.
February 3, 2016
It is important for us to keep in mind that tax responsibilities are not the first thing our busy clients are thinking about, and in many cases they are not on their radar at all.
January 28, 2016
The ad, to be broadcast during the third quarter of the game, will be the only one to feature a small business and will be seen by more than 100 million viewers. Death Wish Coffee, based in Round Lake, N.Y., was selected from more than 15,000 entries ...
January 26, 2016
The integration will allow Freshdesk users to view past invoices and customer details from QuickBooks inside Freshdesk support tickets. Available details include the bill-to name, address, email ID and phone numbers. It will also allow SMBs that track ...
January 26, 2016
The new mobile application allows anyone using ImagineTime time and billing software to record time and expenses, as well as have access to client contact information, while out of the office.
January 20, 2016
How many returns can your firm prepare during tax season? Adding staff hours during busy season is problematic for the firm and filing extensions is problematic for customers. In the absence of these two options, what else can you do?
January 20, 2016
Asking the right questions can make a big difference when hiring a tax preparer. It helps ensure that you are getting a qualified professional who knows the tax code and will act ethically and responsibly in filing your tax return.