CPA Practice

MAY 8, 2024

Patriot Software, a provider of online accounting and payroll software for American businesses, announced the launch of the 1099 contractor portal to streamline information between clients and their independent contractors. Clients can invite their 1099 workers to the contractor portal. million from 2020.The

payroll 59

payroll accounting software online accounting Tax 59

CPA Practice

SEPTEMBER 11, 2023

Biz2Credit and CPA.com have updated the CPA Business Funding Portal , a cloud-based platform that helps accounting firms secure financing on behalf of their clients, to reflect the Small Business Administration (SBA)’s new lending regulations announced on Aug.

CPA 105

CPA accounting and finance accounting firms Finance 105

Canopy Accounting

FEBRUARY 29, 2024

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients.

tax return 98

tax return Tax tax preparation 98

Intuitive Accountant

NOVEMBER 9, 2022

While both approach have advantages, you need to know the major drawbacks to make the best decision for your accounting firm.

accounting firms 52

accounting firms Account accountant accounted 52

Patriot Software

MAY 8, 2024

Canton, Ohio Patriot Software, a provider of online accounting and payroll software for American businesses, announced the launch of the 1099 contractor portal to streamline information between clients and their independent contractors.

Ohio 52

Ohio payroll online accounting Account 52

CPA Practice

SEPTEMBER 5, 2023

Accountants are part of an evolving industry where 82% of accountants agree that client expectations have widened. Clients may still need your services, but they want an accountant to go the extra mile for them. You can better serve your local clients if you use the cloud and even expand outside of your local area.

Account 135

Account accountant accounted accounting and finance 135

CPA Practice

MAY 15, 2024

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. 60%) say they rely on the sales tax functions within their accounting system, or report client sales via their state’s website.

Technology 115

Technology accounting firms cpas Account 115

CPA Practice

MAY 19, 2023

As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service. These portals protect sensitive information, enhancing client trust and reducing the risk of data breaches.

Technology 130

Technology accounting firms audit payroll 130

Canopy Accounting

MAY 13, 2024

What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this update, clients using iPhones or iPads can enjoy the seamless convenience of Apple Pay for settling their invoices directly within the app.

52

52

CPA Practice

MAY 23, 2024

TaxDome , a practice management solution for tax professionals, bookkeepers and accountants, has launched its Client-Facing Status feature. This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

bookkeeping 52

bookkeeping Tax Account accountant 52

Canopy Accounting

MARCH 21, 2024

What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. Upon sending an invoice, your clients will receive the usual email notification, which now includes an additional "Pay now" option.

52

52

Withum

FEBRUARY 21, 2024

For the first time, USA TODAY and Statista awarded the titles of “America’s Most Recommended Tax Firms” and “America’s Most Recommended Accounting Firms” through an independent survey based on the number of recommendations received from peers, clients and additional company data.

accounting firms 120

accounting firms Tax Account accountant 120

CPA Practice

APRIL 19, 2024

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Invest in technology: Firms must allocate budget resources to invest in innovative technologies to improve efficiency, accuracy, and client service.

Technology 72

Technology cpa firm CPA Non-Profits 72

CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. And we have an interesting portal product to discuss with you today from Stanford tax.

Technology 111

Technology Tax Account accountant 111

CPA Practice

MARCH 13, 2024

For your clients large and small doing business in other global regions, education and action around e-invoicing is required – not only for compliance, but to gain the benefits of efficiency, added security, improved accuracy, and cost savings. What mandates impact the client? mandatory, conditional or optional data?

double entry bookkeeping 111

double entry bookkeeping Account accountant accounted 111

CPA Practice

SEPTEMBER 27, 2023

While the definition of an “amazing” app varies by user, for the purpose of this article it is one that increases productivity, improves collaboration, assures compliance, can be quickly onboarded by the firm, and requires reasonable training for firm members (as well as for clients) to become proficient.

accounting apps 111

accounting apps Account accountant accounted 111

CPA Practice

MAY 16, 2024

TaxDome , the leading practice management solution for tax professionals, bookkeepers and accountants, announces the launch of its Client-Facing Status feature. This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

bookkeeping 52

bookkeeping Tax Account accountant 52

CPA Practice

FEBRUARY 7, 2024

Kelly also noted that firms are getting many questions from clients about whether they need to file a 1099 based on the business type, i.e. a C-corp or S-corp (in general don’t have to issue a 1099 to C-corp and S-corp; they’re required to report income). They also manage the process of sending copies to 1099 recipients.

Technology 123

Technology accounts payable accounting firms income tax 123

CPA Practice

NOVEMBER 29, 2023

The Wolters Kluwer team developed five AI-powered scenarios : AI-powered search, firm guidance, client relationship assistance, smart scorecards, and AI-powered benchmarking. First, remember that we want to keep client data confidential, that privacy is paramount, and hallucinations in AI can be an issue in tax matters.

Tax 119

Tax Technology quickbooks tax return 119

CPA Practice

JANUARY 11, 2023

Most practitioners pride themselves on delivering accurate, complete, and timely information to clients, and engaging with them in a friendly and focused way. What was just described is in fact just table stakes and is properly categorized as “client service.” Other Brands are Delivering An Ideal Client Experience.

CPA 124

CPA accounting and finance auditor bookkeeping 124

Accounting Insight

FEBRUARY 8, 2024

XBert helps bookkeepers and accountants work faster and smarter, thanks to its unique features that monitor data integrity, automate workflows, provide analytics and insights, and offer a white-labelled client portal. Firms can also create custom alerts to be pro-active and not reactive when it comes to advising clients.

bookkeeping 59

bookkeeping Account accountant accounted 59

CTP

OCTOBER 5, 2022

Here’s the cold, hard truth: Client experience is what makes or breaks a tax practice. Without a thoughtful and efficient system in place, your clients may end up feeling confused, overwhelmed , and ready to move on to a new tax pro. Fact: Your client is craving communication with you! Keep in mind that you (and your clients!)

Technology 105

Technology Tax Start-ups B2B 105

CPA Practice

APRIL 29, 2024

Cytron Filing taxes for your clients doesn’t have to be a drain on your firm’s time, energy, and resources. Add on Intuit Tax Advisor, an integrated advisory tool that automatically generates strategies for client tax savings, and you come full circle from tax prep to tax planning. By Scott H.

Tax 124

Tax tax return Technology bookkeeping 124

CPA Practice

MARCH 5, 2024

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Invest in technology: Firms must allocate budget resources to invest in innovative technologies to improve efficiency, accuracy, and client service.

Technology 64

Technology cpa firm CPA Non-Profits 64

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. When the source documents are scanned, the systems identify the data and automatically populate client returns with it.

quickbooks 130

quickbooks payroll Technology audit 130

CPA Practice

MAY 9, 2024

The Digilence Cloud accelerates the digitization of inefficient, repetitive processes across audit, tax, client accounting, and other back-office functions. I’ve looked at this as one of the many platforms that can be used to do an all in one portal. A lot of the portals that are out there are old and outdated technology.

Technology 111

Technology Account accountant accounted 111

CPA Practice

APRIL 9, 2024

Competitive firms looking to seize that opportunity need to modernize their approach to investing in both technology and staff development to enable professionals at all levels of the firm to elevate how they serve clients and dive into their professional purpose as accountants.

cpa firm 122

cpa firm CPA Technology Legal 122

CPA Practice

OCTOBER 2, 2023

As part of a larger effort to improve technology, the Internal Revenue Service has added new features to its Tax Pro Account system that allow tax professionals access to new services to help their clients. Other enhancements will allow tax professionals to view their client’s tax information, including balance due amounts.

Tax 119

Tax Account accountant accounted 119

ThomsonReuters

MAY 22, 2024

From allowing for a remote work environment to eliminating the need for on-site data centers, cloud-based solutions have fundamentally changed how businesses operate, approach staffing, and serve clients. Some staff members, especially more seasoned professionals, may be reluctant to change how they work and serve clients.

accounting firms 52

accounting firms Technology Account accountant 52

ThomsonReuters

FEBRUARY 23, 2023

Sure, you are charging clients for your services; however, the real value is not within your services but within the advisory relationship you are ideally building with your clients. The advisory relationship is the bedrock that enables you to form trust and provide higher-value services to your clients. portal, email, etc.)?

Tax 105

Tax Expense Reimbursements Education Account 105

CPA Practice

AUGUST 11, 2023

If you follow the right approach with your firm’s clients, you can nurture your relationships with them and watch them grow over time. Foster a Client-Centric Culture Your clients need you to grow and change with them. One study found that 27% of clients want firms that are more familiar with their industry and business.

accounting firms 94

accounting firms Account accountant accounted 94

CTP

JANUARY 23, 2023

Your small goals or objectives may include: Introducing new products Generating higher recurring revenue Landing new clients When you know where you want to go, you must take multiple steps to reach your destination. You’ll want to take this time to analyze your current relationship with clients and customers.

Account 96

Account accountant accounted accounting firms 96

CPA Practice

AUGUST 8, 2023

Prior to the 80’s (and arguably into the 90’s), communication with clients was simple and ironically pretty secure. The front desk handled most incoming items, leaving the accounting, tax and bookkeeping staff to do their work using documents and information delivered from clients. By Chris Farrell, CPA.

CPA 98

CPA auditor accounting and finance bookkeeping 98

Accounting Insight

APRIL 19, 2024

Practice Analytics to onboard and price clients, and to understand ledgers under management. Manage information and link to smarter workflows and client portals to gather information with ease. How did you get started? The result – a more valuable and profitable practice. Why should visitors come to your stand?

bookkeeping 52

bookkeeping audit Gaming Account 52

ThomsonReuters

FEBRUARY 23, 2023

Sure, you are charging clients for your services; however, the real value is not within your services but within the advisory relationship you are ideally building with your clients. The advisory relationship is the bedrock that enables you to form trust and provide higher-value services to your clients. portal, email, etc.)?

Tax 98

Tax Expense Reimbursements Education Account 98

CPA Practice

JULY 12, 2023

SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, has launched SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters UltraTax CS tax application and SmartVault.

tax return 52

tax return Tax Account accountant 52

Canopy Accounting

FEBRUARY 20, 2023

"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client portal, the time we spend together is more efficient for both of us." We were having problems getting files and documents from clients.

Oregon 52

Oregon Tax tax consultant Start-ups 52