Technology

The OCR function will save approximately three to five minutes of manual sort time per transaction with accuracy while maintaining current funding processes. For lenders processing thousands of loans at any given time, the OCR feature saves ...

Effective January 1, 2021, nationally ranked Top 50 CPA firm The Bonadio Group promoted six employees to Partner. New Partners include David Dinolfo, Amanda Corona, Grace Gonzalez, Jason Acker and Cathy Johnson in Rochester; and Stephen Turner in Buffalo.

This automation of information will give tax professionals the ability to complete 80% of tax planning for their clients when collecting tax preparation documents. The tax planning calculation covers dozens of strategies, multiple entities, and ...

After a year like none other, it seems that simply surviving is on the agenda of many businesses. However, it is possible to not just survive, but thrive. CPA firms can achieve growth in an ever-changing landscape. There are several steps firms can take to position themselves for growth and flourish. Vision, agility, and resilience […]

2020 was such an unexpected year. Even if you saw the pandemic coming, I doubt anyone would have guessed in March that we’d still be talking about it in 2021. Or grasped how much it would change pretty much everything.

In business, those who are able to read the room and adapt quickly are those who consistently create competitive advantages. That skill is particularly valuable when conditions are erratic, which most certainly describes the current situation.

Professionals on the Move is a periodic roundup of recent promotions and hires at firms and companies in the accounting profession and technology space.

SaaS providers back up their own cloud infrastructure but don’t make account-level, business-critical information (such as sales, marketing and financial data) available to their users. According to a recent Oracle report, while half of businesses plan...