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Payroll Software Buyer’s Guide
Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024
How to Help Clients Navigate Nexus: A Guide for CPAs and Accountants
3 Reasons It May Look Like You Love the IRS More Than Your Family
2015 Review of Thomson Reuters UltraTax CS Source Document Processing
Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...
Tax Preparers Must Renew PTINs by Dec. 31
Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.
2015 Review of SmartVault
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
AICPA Scores Victory Over IRS Regulatory Program
As part of the ongoing battle between the AICPA and the IRS over the right to impose continuing education (CE) and other requirements on tax return preparers, an appellate court in our nation’s capital has overturned the district court’s decision ...
If SaaS Won’t Do It, What About Cloud Hosting?
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
3 Tactics to Reduce Tax Season Stress
Tired of 80-hour work weeks? Frustrated that your staff doesn’t want to be held accountable? Stressed about stressing next tax season? As part 1 of a series on “Building your Tax Season,” I wanted to share with you a couple of steps you can take today ...
5 Questions for Nonprofit Leaders
The most valuable assets of any organization with a purpose – whether it’s for-profit or not-for-profit – are its people, and that’s why hiring is so important. When screening candidates, who may become part of your work culture, however, there are ...
Nonprofit Accounting Insights & Analysis Survey Shows Challenges
More than half of nonprofit accounting professionals recently surveyed said they struggle with reporting non-financial performance data. Overall majority don't enjoy the automation of reporting with 73% spending up to 5 hours a week manipulating data outs