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As firms navigate a growing and complicated array of compliance requirements and digital tools, the need for efficient and secure document workflows has never been more urgent. The confidentiality of this information is paramount, not just for legal compliance, but also to maintain client trust and operational integrity.
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Vertical SaaS providers can deploy DirectEmbed through APIs and receive support with a dedicated accountmanager and 24/7 access to technical, integration, operational and customer support teams.
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We will explore how early e-filing helps accountantsmanage their workload more effectively, reduces the likelihood of client e-file rejections, and expedites the refund process. For accountants, the peace of mind that comes with knowing client data is secure is invaluable. Jump to When does early e-filing start?
million seed funding for agentic AI assistants; and other news and updates from the accounting tech arena. Accounting and finance solutions provider Crunchafi will present in two accounting conferences this month, offering actionable strategies to navigate the ongoing complexities of ASC 842.
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And here’s their game plan: As an initial step in remediation of this material weakness, we are engaging temporary third-party resources with the appropriate level of knowledge and experience in accounting and internal control matters to complement the existing organizational structure.
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You were proactive and diligent about readying your accountingfirm for tax season, and yet you’re still facing staffing gaps precisely when you need all hands on deck. Unfortunately, the shortage of talent in the accounting profession isn’t minor or likely temporary.
Under the agreement, PrimeGlobal has been awarded the Xero Global Partner status, which provides new benefits to its participating member firms, including education and co-marketing opportunities, extended accountmanagement, as well as access to training and support.
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The latest ShareFile features are tailored to address the evolving needs of accounting professionals. In a ShareFile survey , 56% of accountingfirms said that time-consuming, manual administrative work is a leading challenge. Their new and existing capabilities are helping firms work more efficiently and effectively.”
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Reconcile bank accounts. Manage online bank feeds. Maintain payable and receivable accounts. Some accountingfirms only provide basic reconciliation services. This minimizes business bookkeeper costs, reducing the overhead for your business. A bookkeeping service does more than preserve financial records.
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