Going Concern

JANUARY 31, 2024

Meaning don’t freak out if your portal doesn’t show a credit extension you’re expecting. Patricia Hartman, Director of Client Services at NASBA and recipient of many angry emails from candidates, said they are still working on updating thousands of candidate records to reflect extensions.

CPA 92

CPA Construction 92

CPA Practice

NOVEMBER 10, 2023

They also have integrated e signature client portal, secure file sharing. These, this company has also been focused on single client portal for a long time. And single client portal is one of the most productive things you can do for your team members inside your firm and for your clients.

Technology 110

Technology quickbooks Start-ups Tax 110

ThomsonReuters

FEBRUARY 23, 2023

Client relationships, like any relationship in life, can at times be challenging. Miscommunication, unrealistic expectations, and personality differences are bound to surface on occasion, but establishing boundaries early on can help accountants avoid these problems and better manage client expectations.

Account 59

Account accountant accounted Tax 59

Shay CPA

JANUARY 8, 2024

The W9 is a one-page form that collects basic information about the vendor you are paying. Most of our tech clients use payroll/PEO services like Gusto, Justworks, or Rippling to pay their employees and contractors. New for 2023 – IRIS System Startups have a new option to e-file 1099’s through the IRS IRIS Taxpayer Portal.

Tax 52

Tax payroll accounting and finance Start-ups 52

Withum

APRIL 19, 2022

The Power Platform, with its suite of low-code/no-code tools, is sparking a lot of interest lately; we have clients who have been using M365 for email and file management for years who are just now starting to ask us how to leverage the Power Platform. Create and send reminders.

Technology 105

Technology Expense Reimbursements Start-ups accounting and finance 105

ThomsonReuters

JULY 30, 2021

Because of this, firms are missing opportunities to create efficiencies and better serve their clients. . Proving the value of digital first to your clients should be simple following 2020 and the COVID-19 pandemic. Whether they realize it or not, your clients are already?familiar Portals have become a part of daily life.

Start-ups 52

Start-ups Tax Technology accounting firms 52

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

accounting firms 52

accounting firms Account accountant accounted 52

ThomsonReuters

APRIL 4, 2022

At the end of the day, all tax preparation software will give you the same result: a completed client tax return on an IRS-approved form. Today’s tax professionals are facing not only a rise in client demands and expectations but also an increase in remote capabilities. Outline efficiencies and growth opportunities. Time savings.

Tax 98

Tax Technology tax preparation tax return 98

ThomsonReuters

JULY 8, 2021

Although your firm’s tax compliance practice is healthy and well-established, you may have a desire to grow into a new, larger role for your clients. Taking on the role of trusted advisor to your clients and offering advisory services is the way of the future. . Automation & Client Expectations . Simple, right? .

accounting and finance 52

accounting and finance tax return Tax accounting software 52

Ryan Lazanis

MAY 4, 2023

For example, you can use this template to standardize your client onboarding process. All the templates you created or added are displayed on the Templates tab on your Jobs page. Once you’re managing several clients, meeting deadlines is becoming more difficult to accomplish. You can use up to seven labels per job.

bookkeeping 52

bookkeeping Technology accounting software Tax 52

LyfeAccounting

JUNE 29, 2021

We get it, we’ve done taxes for over a decade now, and nearly all our clients have wanted to maximize their tax refund check. The IRS has launched a new portal where families are going to be able to do a number of things, but the big thing right now is being able to unenroll (or opt out) for advanced monthly child tax credits in 2021.

Tax 52

Tax tax return tax consultant accounting and finance 52

Snyder

NOVEMBER 1, 2022

With a large selection of products available on the market, it’s possible to pick the one that best addresses the unique needs of your accounting firm and your clients. . Your clients. Does your company cover a variety of clients’ needs or, quite the opposite, cater to a niche? Is the software you choose able to manage it all?

accounting software 97

accounting software bookkeeping Account accountant 97

CPA Practice

JANUARY 12, 2024

But you know, what I would just point out then on some of the other areas of interest, we’ve been proponents of single portals in the CPA firms for some time. And there’s 23 Different portal tools that we are tracking. But the whole idea of having a single portal and doing prepared by client PBC documentation is important.

Technology 40

Technology Account accountant accounted 40

Ryan Lazanis

NOVEMBER 17, 2022

A CRM, or customer relationship management system, is a software tool that helps businesses manage their client relationships and interactions, which is critical when running your firm. A good CRM will help you keep track of your client’s contact information, communication history, and financial data. 2) Easy Collaboration.

Account 52

Account accountant accounted quickbooks 52

CPA Practice

JULY 6, 2023

And what we thought it was fascinating about this particular 14 page white paper is I think it gave us the right framework for not only supporting audit tools, but maybe technology in general. Tankersley, CPA.CITP, CGMA 03:29 Yeah, the single the single portal products, I mean, there’s just a crazy amount of changes here.

Technology 98

Technology Government audit quickbooks 98

PYMNTS

AUGUST 23, 2018

21) that clients of NAB and American Express are the targets of a phishing scam. Attackers send an email to customers using NAB and Amex logos warning that their payment cards are “now locked,” and directs them to a link to a fake online banking portal.

Account 40

Account accountant accounted B2B 40

ThomsonReuters

AUGUST 5, 2021

Your tax software is one of the strongest tools at your disposal for increasing efficiency and making life easier for your clients and your team, but is it enough? . If your software has been hacked, putting your firm and clients’ information at risk, it is time to look for a new software with proper security. Security breaches .

Tax 52

Tax tax return Start-ups Technology 52

PYMNTS

FEBRUARY 26, 2019

As has been spotlighted in these pages, engagement is of paramount importance in financial services, no matter the setting — at branches, online or even through the Internet of Things (IoT). In the banking world, amid the continued shift to digital services, the mobile device might just be the fulcrum. Trust At The Beginning.

Technology 72

Technology 72

ThomsonReuters

APRIL 18, 2023

The accounting profession has faced a profound shift in recent years: from significant regulatory changes to an influx of innovative technologies, to reimagined business models, to an increase in client expectations. It is embedded in the creation, enhancement, and delivery of client information. AI can help. Batch-style data entry.

Account 52

Account accountant accounted Technology 52

PYMNTS

JUNE 1, 2020

We run a business that has educational clients, healthcare clients and travel companies that have traditionally had office environments. There’s an immediate gap,” said Massaro, that can be addressed by platforms and portals that address KYC and AML requirements and manage foreign exchange (FX) and conversion intricacies.

Technology 69

Technology Healthcare California Sales 69

Ryan Lazanis

SEPTEMBER 1, 2023

You and your clients need to send invoices and proposals and you need payment in your bank accounts. Also, opt to request credit card payment information from your client upfront to automate collections. Law firm clients need to manage their trust accounts and their law firm operations. Here’s a quick walkthrough video I made.

accounting software 98

accounting software quickbooks Account accountant 98

Ryan Lazanis

AUGUST 22, 2022

Client Hub. The Purpose of Accounting Practice Management Software Boiled down to the absolute basics, an accounting firm workflow management software is there to ensure that team and client work is tracked, delegated, and completed on time. . Assign client work. The Purpose of Accounting Practice Management Software.

Account 105

Account accountant accounted quickbooks 105

Ryan Lazanis

SEPTEMBER 29, 2023

You’ll have client management, document management, workflow, time and billing, payments, and insight features. Refer to the screenshot below: Plus icon : Lets you create a new task, add a new client, send email, etc. Refer to the screenshot below: Plus icon : Lets you create a new task, add a new client, send email, etc.

accounting software 52

accounting software Account accountant accounted 52

ThomsonReuters

JANUARY 10, 2024

In this blog, we’ll explore how artificial intelligence and automation, when thoughtfully implemented, can not only revolutionize but redefine your client service strategy. This transformative approach can reshape and elevate your practice to meet the evolving needs of both your firm and clients.

Technology 52

Technology Tax tax return tax preparation 52

ThomsonReuters

APRIL 6, 2023

To take a more strategic approach, it might make sense to turn to technology to streamline your firm’s accounts payable and better serve your clients. Working with different entity types, reporting periods, and locational and departmental clients. Setting up controls so you choose how much information your clients can see.

accounts payable 52

accounts payable Account accountant accounted 52

ThomsonReuters

APRIL 6, 2023

From an accountant’s perspective, helping to manage the financial health of a business, including accounts payable, is just one of the many ways to support your business clients. What are examples of accounts payable? Keep close track of projects as they progress through your firm and keep detailed client notes.

accounts payable 52

accounts payable Account accountant accounted 52

PYMNTS

OCTOBER 14, 2019

And in recent years, technology has evolved to allow corporates to create their marketplace platforms, allowing them to onboard their supplier base into a private portal through which they can conduct trade. Products are often complex components that cannot be adequately assessed with only a few pictures on a product listing web page.

B2B 56

B2B B2C Technology 56

PYMNTS

APRIL 11, 2017

Or, if a company’s social media page suddenly sees a spike in hits, information from that platform can, too, be used to adjust procurement and supply chain management approaches. Going further still, the executives highlighted an executive order or changes in a company’s tax policy that may impact a supply chain.

accounts payable 47

accounts payable B2B Technology Tax 47