Technology

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!” […]

BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...

Tax professionals face additional security risks from cybercriminals who are increasing their attempts to use the pandemic and phishing scams to get access to sensitive client information.

Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.

The new feature uses machine learning to predict the contact and account code for transactions that cannot be matched to invoices or bills using an organization’s bank rules, Xero’s matching logic, or memorizations. Previously, businesses had to ...