Canopy Accounting

FEBRUARY 14, 2023

"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services. Background Managing clients — and the inevitable mounds of paperwork that accompany them — is a formidable task for any practice. Our clients love Canopy.

bookkeeping 52

bookkeeping tax return tax services Start-ups 52

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.

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Account accountant accounted accounting firms 96

Xero

APRIL 11, 2023

Refreshed partner portal We’ll be updating the Hubdoc partner portal soon, which helps accountants and bookkeepers easily find and manage their clients’ documents. You’ll have a new column that shows your client email beside their name, and your clients will be kept separate from your practice organisation.

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bookkeeping accounting apps Start-ups Expense Management 100

Withum

APRIL 27, 2023

Our client championed modern B2B e-commerce, marketing and operational best practices for national and international business operations. The Client The client is a privately-owned $50M international gown and wedding dress designer and manufacturer based on the East Coast with operations in the USA, Australia, China, and Canada.

E-commerce 52

E-commerce NetSuite Integration NetSuite Manufacturing 52

CTP

AUGUST 18, 2020

Since sending clients their tax returns via email is not an option, accountants are searching for alternatives to email communicating and collaborating with clients. Client portals offer a secure alternative with added benefits. Please contact me at vikash@profitgroovemarketing.com.

tax return 40

tax return Tax Account accountant 40

SchoolofBookkeeping

DECEMBER 8, 2022

The ability to gather as a community and showcase our latest product innovations that will help our partners and their clients grow is truly special.” With a broad spectrum of training, education, and certifications, the new portal, first available for ProAdvisors in the U.S., A 2021 Intuit survey of U.S.

quickbooks 98

quickbooks Account accountant accounted 98

MazumaBusinessAccounting

MAY 31, 2022

At Mazuma, our accounting experts help our clients save and organize important financial information in a secure online portal so the information never gets lost and is easily accessible. At Mazuma, we help our clients save and organize important financial information in our secure online accounting portal.

tax return 98

tax return Real Estate Tax audit 98

ThomsonReuters

JULY 30, 2021

You know that going paperless is the right move for your firm, but the partners are worried about how this change will affect clients. You may hear that their clients are older, don’t want to file taxes electronically, and can’t cope with new technology. . Increase client collaboration. Improved client experience.

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Account accountant accounted Technology 52

SkagitCountyTaxServices

MAY 4, 2022

And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I could not be prouder of my Skagit County SMB clients. I know how much it takes to get a company off the ground. Customer support.

payroll tax 75

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ThomsonReuters

FEBRUARY 8, 2022

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? How do you begin to know the best way to win new tax clients and retain your existing client base?

Tax 105

Tax payroll Entertainment bookkeeping 105

CPA Practice

APRIL 18, 2024

Some rogue agents troll online enrollment portals that are accessible only to brokers but are integrated with the healthcare.gov website. It’s happening even after new rules were put in place requiring agents to get written or recorded consent from clients before making changes.

North Carolina 52

North Carolina Tax Florida Texas 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.

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accounting firms Account accountant accounted 52

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. The IRS has setup a Child Tax Credit Update Portal that you can use you to unenroll from receiving these advance payments and to allow you to update your bank account information.

Tax 52

Tax tax return tax preparation Account 52

Ronika Khanna CPA,CA

FEBRUARY 9, 2024

A user name and password will be sent to the employer business which should be saved as this becomes your access to the online portal where all CNESST documents are available. Finally, you can tick the box if the contact person is the same as the person who is responsible for the declaration or enter new information.

payroll 98

payroll income tax Manufacturing accounting and finance 98

ThomsonReuters

JULY 20, 2021

Additional ways to contact support. When you purchase Onvio, you will receive a dedicated Onboarding rep to provide an introduction to your implementation and learning journey, and frequently check in with you to help you reach certain milestones like migrating your documents and enabling client portals.

Tax 52

Tax Account accountant accounted 52

CPA Practice

NOVEMBER 17, 2023

Core to the transformation is creating value for the right clients, sustainable hours and better pay, quality of life for team members while improving profitability. These benchmarks help you ignite a revolution of recurring revenue, target clients, and saying goodbye forever to unhealthy hours – while increasing profitability.

Tax 52

Tax Indiana CPA Education 52

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.

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Account accountant accounted quickbooks 52

ThomsonReuters

OCTOBER 1, 2022

In a world where tax regulations are constantly changing, clients are demanding more, and competition is fierce, it’s hard to decide where to invest your limited time and resources. Or are your clients constantly knocking at your door for assistance? Are you struggling to stand out amongst competitors? Stay current on tax laws.

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Account accountant accounted Technology 59

Cherry Bekaert

APRIL 24, 2023

Through digital transformation initiatives, law firms have an opportunity to drive impactful and lasting change that will elevate quality, enhance the employee and client experience, and stimulate growth. Law firms are often more reliant on when and how their clients pay than most businesses. What are the critical areas of practice?

Technology 53

Technology Legal 53

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. Contact Us. Create and send reminders. Watch Webinar.

Technology 105

Technology Expense Reimbursements Start-ups accounting and finance 105

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

Ronika Khanna CPA,CA

JULY 28, 2023

In my own experience, over the past few years, I have submitted documents to CRA by first either scanning them where necessary or saving the electronic document and uploading them through the online CRA business portal which is how many document requests are satisfied. Clients might not be comfortable with having their documents online.

bookkeeping 98

bookkeeping accounting and finance tax return Account 98

PYMNTS

DECEMBER 5, 2018

The CoverWallet portal offers a “Partner With Us” link, which allows third parties to submit ideas and concepts to the company for possible partnerships. But agents were completing this before we even had the product.”.

Technology 64

Technology B2B 64

CPA Practice

JULY 25, 2023

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. Delighting your clients with a modern, easy-to-use portal that helps you get the info you need when you need it.

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Account accountant accounted Indiana 52

Withum

JUNE 10, 2022

That person can go into a portal and request access to particular items needed to complete their work. Creating and maintaining a successful, efficient Hybrid Workplace while staying on top of client commitments, delivering an excellent Customer and Employee Experience and maintaining compliance is no small undertaking. Contact Us.

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Technology accounts payable Government accounting system 90

PYMNTS

JULY 1, 2020

“The changes we’d been building to over the last year-and-a-half allowed us to be nimble, and also enabled us to load-level the credit-union member volume across our strategic contact centers,” CO-OP COO Nick Calcanes told PYMNTS in a recent conversation. “In We’ll certainly continue to invest in the developer portal and APIs,” he said.

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Start-ups Technology 100

Cherry Bekaert

APRIL 4, 2023

Cherry Bekaert is a member of Allinial Global, an award-winning association of legally independent accounting and consulting firms whose members collaborate to bring their clients best-in-class solutions. Contact Us Download Case Study The post Digital Transformation in the Energy Sector appeared first on Cherry Bekaert.

Legal 40

Legal Government Account accountant 40

PYMNTS

SEPTEMBER 14, 2017

The legacy systems in place at many banks, he said, can create a “cumbersome” process because they require payments to be batched and files to be created and then uploaded to a bank’s portal. In the case of individual payments, he noted that someone needs to manually enter the bank’s portal and initiate the payment.

B2B 76

B2B Technology New Jersey 76

PYMNTS

MARCH 28, 2016

The enterprise unit of telecommunications company Verizon continues to deal with the fallout of hackers posting its customer contact data for sale online. Verizon recently discovered and remediated a security vulnerability on our enterprise client portal,” Verizon Enterprise Solutions said in an emailed statement.

Sales 41

Sales 41

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. Attacks using financial service providers’ logos are common.

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Account accountant accounted B2B 40

MazumaBusinessAccounting

JULY 1, 2022

At Mazuma, our accounting experts help our clients save and organize important financial information in a secure online portal so the information never gets lost and is easily accessible. Contact us to start on your path to getting caught up on your business’s bookkeeping today!

bookkeeping 52

bookkeeping bookkeeping services accounting and finance Tax 52

Menzies

AUGUST 17, 2023

Menzies has a number of clients that use Unleashed Software to manage their supply chain and inventory. Even B2B manufacturers can now give their customers access to online portals so that they can make purchases easier and more smoothly, thus moving stock and receiving revenue faster.

Manufacturing 52

Manufacturing E-commerce Sales chartered accountant 52

Snyder

MARCH 17, 2023

This software provides its clients with customizable invoices and options for recurring invoicing and auto payment. Online payments: FreshBooks allows you to accept online payments from clients, which can help you get paid faster and reduce the need for manual payment processing.

quickbooks 52

quickbooks E-commerce accounting software accounting and finance 52

CPA Practice

JUNE 29, 2023

But I think that there is going to, if you’re not already heading toward using these tools, like, you know, CaseWare idea, or ACL or, again, hit, you know, validate pick one, I think that those tools are going to go from, yeah, we use that at our big firms to suddenly now, we need to use those at every client.

Technology 52

Technology audit general ledger Start-ups 52

PYMNTS

NOVEMBER 1, 2019

Invoice charges that are not clearly outlined create pain points for buyers by forcing them to contact sellers for clarification. It’s partly CRM in that, within our partners and our clients, everybody who touches the customer can share information and solve problems together in a seamless, natural way,” he explained.

Account 40

Account accountant accounted accounts payable 40

Ronika Khanna CPA,CA

MAY 26, 2023

This can also be done by your accountant through their represent a client portal. If you are not in a position to respond to it quickly, you should at the very least contact the CRA or RQ and ask for an extension. The government does make mistakes, and often deductions and credits are a matter of interpretation.

tax return 52

tax return income tax Tax corporation tax 52

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.

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