Technology

New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.

The partnership includes both QuickFee Connect and QuickFee Finance which provides e-invoicing and online payment options through integration with IRIS practice management solutions and a pay overtime option.   

Evaluate your tech stack periodically and prune back the legacy software as much as possible to eliminate the risks and reap the rewards of your new technology ecosystem.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss how a new generation of computing will impact accounting firms.

The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.

The IRS on Tuesday unveiled more details about Direct File, the agency’s free online tax filing program that is debuting in 2024.

Ready to make this a reality for your firm? Start with these very actionable AI implementation strategies that you can use to unlock more productivity and freedom in your firm.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in generative AI, and their impact on accounting firms.