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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry.

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Monday Morning Accounting News Brief: Small Firms Beg For Big 4 Knowledge; FreshBooks Leak; Tech in Lieu of Accountants | 4.10.23

Going Concern

Smaller accounting firms have asked Big 4 to share their expertise [ FT ]: Smaller rivals have called on the UK’s Big Four accounting firms to share their audit expertise and technology, but partners at the big firms say they fear being accused of breaking competition law if they do so. It’s Monday.

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CPE Webinar September 28, 2023: Source Doc Gathering, Delivery & E-Sign Issues

CPA Practice

Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. You deserve more!

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Accountants Aren’t the Most Concerned About AI’s Impact—Except in One State

CPA Practice

While not first, accountants were the third-most worried about AI, according to the study. DevRev said, “AI is used in accounting firms to generate financial reports and arrange expenses efficiently.

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Friday Footnotes: Know Your Value; Retired EY Partners Complain; ‘Rest For Success’ | 2.3.23

Going Concern

Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations.

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Friday Footnotes: Big 4 Culture Gets Slammed Again; Audit Leads the Way in AI; Small Firm Gripes | 11.10.23

Going Concern

“Considering both the scope and scale of AI’s impact on financial reporting, enhancing audit quality by using technology to stay ahead of emerging risks is expected.” s chief products and technology officer, recalls getting messages from his U.S. Joe Atkinson, PwC U.S.’s Joe Atkinson, PwC U.S.’s

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Friday Footnotes: ‘You Can’t Be Seen As the First Person to Leave’; How Firms of All Sizes Are Using AI | 10.6.23

Going Concern

Donald Bender, a partner at accounting firm Mazars USA, had been under tense cross-examination by Trump’s attorneys since Tuesday afternoon when they called him out over his apparent memory loss during the final hours on the witness stand. Technology How do different accounting firms use AI?