CPA Practice

SEPTEMBER 12, 2023

While accountants and tax professionals have previously waded through the IRS portal, TaxDome’s integration expedites and simplifies this process, allowing tax professionals to concentrate on their primary objective: serving their clients. Straightforward Setup: Users can quickly integrate this feature through their Settings tab.

Tax 52

Tax Account accountant accounted 52

CPA Practice

OCTOBER 12, 2023

Avii E-Sign is seamlessly automated throughout Avii Workspace, offering accounting professionals a native digital signature solution that ensures security and integrity of documents, enhances efficiency and productivity, and uplifts user experiences for both accountants and their clients.

accounting software 52

accounting software audit accounting firms Account 52

TaxConnex

JULY 26, 2022

Another DIY example requires you to login to each state’s e-file site where you are filing sales tax returns to retrieve electronic notices.? And accounting firms that aren’t focused on sales tax compliance outsourcing neglect the process, just because they have so much other stuff they are helping you and their other clients manage.

Sales 192

Sales Tax tax return Technology 192

CPA Practice

AUGUST 9, 2023

You can do this with your website search field or login to your site and search the blog content. Or make a list of the content and generate a new social media and email distribution schedule to share it with clients and your target audience.

tax preparation 98

tax preparation Tax Entertainment bookkeeping 98

Shay CPA

APRIL 12, 2023

We know that for most of our clients, runway is tight, and an incident like this can make or break some companies. I understand the annoyance of adding an extra step to your login process. ShayCPA takes client data seriously and has consistently implemented 2-step verification in our firm and client data management.

payroll 52

payroll CPA Account accountant 52

CPA Practice

MAY 10, 2023

By partnering with Patriot Software, accounting and bookkeeping professionals can offer affordable accounting software and run payroll for their clients. Patriot’s Partner Program is top-rated by accountants and offers benefits such as discounted pricing, consolidated billing, an umbrella login, and more.

payroll 59

payroll cpas bookkeeping accounting software 59

CPA Practice

JUNE 30, 2023

Through Patriot’s partnership with Vestwell, we’ve created a webinar to help you learn about key tax benefits available to your clients, learn about upcoming deadlines to start a plan in 2023, and earn CPE credit. CPE credit for live attendance at the webinar.

Tax 52

Tax payroll Healthcare accounting software 52

Accounting Insight

AUGUST 3, 2023

The accountant / bookkeeper has a cloud portal where they can manage the client relationship – inviting clients and onboarding them quickly, and supporting them with great features such as in-app chat, remote login to app. We help accountants with sole traders work better than ever before. Why should visitors come to your stand?

bookkeeping 52

bookkeeping accounting and finance Expense Management small business accounting 52

PYMNTS

SEPTEMBER 23, 2020

California-based Jumio said its artificial intelligence (AI)-fueled identity verification offerings are now available to Microsoft Azure Active Directory External Identities for business-to-consumer (B2C) clients.

B2C 92

B2C California Government Technology 92

PYMNTS

OCTOBER 1, 2020

In addition, users can customize commerce experiences for individual customers to include customized logins, pricing, mailing rates and more. "We Sayyah said Aleran Software’s clients requested an easy and cost-efficient website builder that was scalable and created for B2B online shopping.

B2B 84

B2B Technology B2C Manufacturing 84

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

PYMNTS

NOVEMBER 2, 2020

And the SEC warned about credential compromises, meaning cyberattacks using compromised client login credentials to attack brokers and dealers, take customer assets and expose private information.

84

84

PYMNTS

OCTOBER 26, 2020

Digital bank Penta , which works to provide services for small- to medium-sized businesses (SMBs), will now accept overnight and term deposits from Germany's WeltSparen , which can help clients' interest rates, according to a press release. percent per year.

Start-ups 83

Start-ups Finance B2B 83

CPA Practice

NOVEMBER 22, 2023

We believe that this year where many of my columns were about client accounting services cast tool stacks, before, you know, the editorial staff asked me to convert to artificial intelligence AI, Brian and I have been on this rant of simplifying cast tools, decks for a year or more. Now let me frame just one more thing of for you.

Technology 105

Technology NetSuite Spend Management quickbooks 105

PYMNTS

OCTOBER 13, 2016

could have allowed attackers to obtain user login information on older versions of the clients. This had allowed attackers to intercept user login credentials. Users who do not use iOS’ automatic updates feature should get the updates for Experian – Free Credit Report and myFICO Mobile.

Account 70

Account accountant accounted 70

Xero

DECEMBER 1, 2022

Airwallex allows us to switch between multiple business bank accounts with one login, allowing easier management of multiple subsidiaries,” says Martyn Frith, Finance Director of Olsam. Pranav Sood, GM EMEA, Airwallex says: “We’re proud to support Xero accountants and their clients as they expand internationally in 2023 and beyond.

Non-Profits 89

Non-Profits accounting and finance bookkeeping Expense Management 89

Basis 365

AUGUST 24, 2022

You should also ensure that your employees cannot access client bank accounts or other confidential platforms. By having usernames or passwords autofill on login platforms, you can also limit access to passwords. For example, your work email might contain HR records or personal information of clients or employees.

payroll 98

payroll audit Start-ups Account 98

FraudFiles

NOVEMBER 27, 2020

million from his clients. He swindled at least 23 clients. Matthes got away with it because he created phony account statements that showed client balances and he had meetings with them about their “investments.” According to the Information in the federal case, Matthes carried on his fraud between 2013 and 2019.

Account 52

Account accountant accounted 52

PYMNTS

JUNE 5, 2020

App and web users on the system increased to 584,000 this March from 470,000 in the same month last year, while the number of logins rose 18 percent to 4.3 Citi provides digital onboarding to corporate clients in 42 nations and foresees growing to 50 nations by the close of this year. million this March from 3.7

Tax 52

Tax Retail Account accountant 52

PYMNTS

AUGUST 16, 2019

The airline claims that 24[7] fell short of implementing basic security controls like forbidding workers from using the same login credentials or requiring multifactor authentication for employees accessing source code. According to the news outlet, hackers changed the source code of the chatbot via compromised credentials.

84

84

PYMNTS

APRIL 2, 2020

Malicious logins, bot armies, credential-stuffing, brute-force attacks — the mechanisms are many, and the fraudsters are persistent and aggressive. Those stutter steps during login made people feel more secure, so they were willing to tolerate that friction.

Account 61

Account accountant accounted 61

PYMNTS

JULY 16, 2020

Additionally, BofA said the number of mobile active users its on its CashPro online business banking platform rose 50 percent, while logins jumped 77 percent on a rolling 12-month year-over-year basis. Bank of America also reported that sales and trading revenue rose 35 percent to $4.4 billion excluding net debit-valuation adjustments.

Sales 57

Sales Account accountant accounted 57

Steve Feinberg

JULY 27, 2021

Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. If you and your spouse file jointly, you must EACH login to this portal with your respective social security number. Thanks, Steve Feinberg.

Tax 52

Tax tax return tax preparation Account 52

PYMNTS

SEPTEMBER 8, 2020

Mitek will aid HSBC with its international client onboarding process and provide a biometric option. Over three-quarters of the consumers who are asked to verify their identities by scanning their fingerprints when signing onto existing sharing-economy accounts reported being “very” or “extremely” satisfied with their login process.

Technology 52

Technology California Gaming Sales 52

Ronika Khanna CPA,CA

FEBRUARY 9, 2024

When you login to the CNESST website, you will find a link to "Declaration des salaires" The CNESST year end return needs to be completed by the deadline of March 15th. Additionally, employers in Quebec also have to prepare a year end declaration for CNESST which is the Quebec version of workers compensation.

payroll 98

payroll income tax Manufacturing accounting and finance 98

PYMNTS

SEPTEMBER 28, 2020

A strong, risk-based authentication engine assesses the risk of login and authentication for every monetary and non-monetary transaction, applying stronger authentication for riskier users,” Yuval Marco, general manager of fraud and authentication at NICE Actimize, told PYMNTS. A Marriage Of Advanced Tech With Due Diligence.

Technology 81

Technology Government Account accountant 81

PYMNTS

NOVEMBER 20, 2020

FIs and their clients and partners need to understand the mindset of both old-hands and newly-minted mobile banking users to get ahead of the innovation they’re already demanding. percent less likely to authenticate their identities for mobile banking login via fingerprint scans in 2020 than they were in 2019, and they are 37.5

Account 94

Account accountant accounted 94

Ryan Lazanis

MAY 4, 2023

For example, you can use this template to standardize your client onboarding process. Once you’re managing several clients, meeting deadlines is becoming more difficult to accomplish. Email Jetpack Workflow offers a convenient feature that allows users to send emails to their clients directly within the app.

bookkeeping 52

bookkeeping Technology accounting software Tax 52

PYMNTS

DECEMBER 7, 2020

People don’t want to have 10 logins at 10 FinTechs to do invoicing, to track cashflow deposits, so there is room for banks to architect those financial offerings into their own portfolios — even when it comes to serving corporate clients.

Technology 113

Technology Retail Sales Account 113

Accounting Seed

MARCH 23, 2023

With single-sign on, you will access the same system to login to Accounting Seed, where you can create workflows and customizations with clicks—not code. The days of determining which system has the correct data are gone.

accounting software 91

accounting software Account accountant accounted 91

PYMNTS

JANUARY 26, 2017

Traditionally, Citi explained in its release, users of its online banking tool were required to carry physical tokens that generate login passcodes as a means of authenticating the user. In addition, it enhances the security of their login process, whilst complying with applicable local regulatory requirements.”.

B2B 40

B2B 40

PYMNTS

JUNE 6, 2019

“Tech Data – the 45-year-old veteran infrastructure solutions company working with vendors such as Apple, Cisco, Samsung, Symantec, et al — had a full database leak that seemed to affect much of the corporate and personal data of clients and employees,” the researchers wrote. “We

46

46

SchoolofBookkeeping

FEBRUARY 22, 2024

NEW PRICE Example (1 User Premier with Enhanced Payroll with 10 employees) QuickBooks Enterprise 1 user Gold Edition = $1,537* per year Old price was $100 +$1,380 = $1,480 ($57 increase) *Price is current price with 20% lifetime discount going through a QSP (Learn More) Which Clients Are the Right Fit to QuickBooks Online?

quickbooks 52

quickbooks payroll Start-ups Maine 52

PYMNTS

NOVEMBER 24, 2020

Bank shifts away from login-based screen scraping toward API-powered data integrations, the FI has announced a partnership with Akoya to accelerate the transition. He added that Visa's banking clients will be able to enhance their own small business services as a result of the partnership. Bank Nixes Screen Scraping With Akoya.

B2B 60

B2B accounting and finance Finance Account 60

PYMNTS

JULY 2, 2020

Open banking integrates solutions into a seamless experience for business-to-business clients, and they can then use however many providers or solutions they would like rather than necessarily being married to one,” said Gareth Gaston, executive vice president and head of digital platforms at U.S.

B2B 109

B2B Government 109

PYMNTS

JANUARY 16, 2020

For example, startup Revolut has an API that accesses clients’ financial data on the Intuit QuickBooks accounting platform and adds banking connectivity, giving SMBs new transparency and control over liquidity, cash management and more.

B2B 53

B2B Finance accounting and finance quickbooks 53

PYMNTS

AUGUST 23, 2018

21) that clients of NAB and American Express are the targets of a phishing scam. The false login page prompts victims to enter their user ID and password, enabling attackers to steal credentials and bank card details. The business cybersecurity company issued a notice on its blog on Tuesday (Aug.

Account 40

Account accountant accounted B2B 40