Thu.Jun 05, 2025

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The 11 Best Proposal Software for Accounting Firms

Ryan Lazanis

Proposal tools saved me a lot of time by automating the sending and tracking of client proposal documents. Here are my top picks. The post The 11 Best Proposal Software for Accounting Firms appeared first on Future Firm.

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CAS accounting and the next generation of accountants

Accounting Today

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

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HMRC loses £47m as 100,000 accounts hit in phishing fraud

Accounting Web

HMRC has lost £47m to a “sophisticated” fraud after cybercriminals used stolen personal data to access or create tens of thousands of online tax accounts.

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Business Executives’ Optimism About U.S. Economy Sinks as Recession Fears Loom, AICPA and CIMA Survey Finds

CPA Practice

The survey polls chief executive officers, chief financial officers, controllers and other CPAs in U.S. companies who hold executive and senior management accounting roles.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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IRS releases source code for Direct File

Accounting Today

The IRS has released the vast majority of the code used to develop its Direct File program, theoretically allowing anyone to build their own versions.

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2025 Tax Reform – “The One Big Beautiful Bill” Simplified

CapataCPA

2025 Tax Reform – “The One Big Beautiful Bill” Simplified As part of a sweeping new proposal making its way through Congress, the “One Big Beautiful Bill” outlines a series of tax changes that could significantly impact both individuals and business owners beginning in Tax Year 2025. At CAPATA, we’ve summarized the key provisions and how they differ from current tax law so you can stay ahead of what’s coming.

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Top Remote Tax and Accounting Candidates of the Week | June 5, 2025

Going Concern

Struggling to Find Remote Accounting Talent? We’ve Got You Covered. If your firm or internal team is having a tough time sourcing qualified remote tax and accounting professionals, you’re not alone—and you’re not out of options. Accountingfly’s Always-On Recruiting gives you immediate access to a curated pool of top remote candidates— with no upfront cost.

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Texas Accounting Firm Brown Graham Celebrates 70th Anniversary

CPA Practice

Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software Advisory Advisory CAS Financial Planning Risk

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DMJPS expands in Charlotte

Accounting Today

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

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A New Way of Working: Why Finance Leaders Are Rethinking Their Software Stack

Accounting Web

*Most finance teams aren’t short of software. What they are short of is software that works the way they do.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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The Tax Blotter – June 2025

CPA Practice

The IRS just released its annual “Data Book” providing vital information about the agency’s activities for its 2024 fiscal year (FY2024) spanning October 1, 2023, through September 30, 2024.

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5 ways accounting practices can meet their MTD compliance

Accounting Web

HMRC's Making Tax Digital initiative is set to become a compulsion across all accounting aspects in the UK.

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Audit Partners Concerned on Economic and Geopolitical Risks

CPA Practice

As trusted experts with a front-row seat to corporate strategy and performance, audit partners provide a unique lens into how U.S. companies are navigating a period marked by economic uncertainty, geopolitical tension, and rapid technological change.

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Meet CCH iFirm MTD for Income Tax: Your HMRC recognised MTD solution

Accounting Web

*The clock is ticking.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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By the numbers: IRS and PwC layoffs, accounting students and more

Accounting Today

The latest data on layoffs and growth in master's degree programs in accounting.

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No Accounting for Taste ep190: Apprenticeship cuts, mid-market software and a new podcast

Accounting Web

With the cut to Level 7 apprenticeship funding now confirmed, Richard Hattersley explains what it means for firms and training across the

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Progress Software Launches New ShareFile Features for Automation and Client Experience

CPA Practice

With staffing shortages and client expectations on the rise, many accounting firms are struggling to keep pace, especially when administrative burdens reduce time for strategic advisory services.

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Legal expert warns employers of risks in recouping wage overpayments without proper protocols

ThomsonReuters

Legal definitions vary by state Most U.S. states permit employers to recover wage overpayments without needing prior authorization from employees, classifying these errors as wage advances under state law, explained Crotty. While employers typically require written consent to deduct non-mandatory amounts from paychecks, overpayments are often exempt from this requirement.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Auditors' pessimism about economy surges

Accounting Today

Audit partners' pessimism about the U.S. economy surged from 10% in the fall to 44% today, according to a Center for Audit Quality report.

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RDCF updates on the Additional Information Form

Accounting Web

*Amongst the numerous updates announced by HMRC, at the recent R&D Communication forum **(RDCF)** in May 2025, were some brief updates and

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Deloitte Launches Global Agentic Network

CPA Practice

Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software Advisory Advisory CAS Financial Planning Risk

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Sage Unveils AI Trust Label to Empower SMBs

Insightful Accountant

Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), today announced the development of its AI Trust Label - a first-of-its-kind initiative to bring greater clarity and accountability to AI.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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The Pulse of Profit: How Small Business Owners Can Keep Cash Flow Alive and Kicking

CPA Practice

If you’ve felt the strain of covering payroll while waiting on a client payment, you already know: this isn’t a spreadsheet issue—it’s a survival skill.

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UK Firms Face ESG Expertise Gap

Accounting Web

Sustainability has moved rapidly from a ‘nice to have’ to a core business priority — and finance professionals are feeling the impact.

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Review of Power Automate – The Accounting Technology Lab Podcast – June 2025

CPA Practice

Randy Johnston and Brian Tankersley, CPA, review Microsoft's Power Automate, one of the robotic process automation tools available from Microsoft 365. Watch the video, listen to the audio, or read the transcript.

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Small business wage growth slowed in May

Accounting Today

Hourly earnings growth for small business employees dropped to a four-year low at 2.77% in May, while job growth was flat, according to payroll company Paychex.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

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Get Ready for Scaling New Heights at This Month's QB Talks

Insightful Accountant

Our June 18, 2025 episode of QB Talks is designed to get you ready this years Scaling New Heights conference being held June 22 through 25, 2025 in Orlando at the Marriott World Center.

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Accounting events – an end of season review

Accounting Web

So the football season is over, and we can now look forward to some cricket.

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Deloitte’s Latest Ad Promises Clients Their People Have No Life Whatsoever and Are Always Eager to Serve

Going Concern

h/t @GayBearRes for spreading this masterpiece around on X , that’s how we saw it anyway. @lifeatdeloitteus posted this reel on Insta the other day, tagging their #TogetherMakesProgress hashtag: Insta text: You dont get to choose when business challenges present themselves. But you do get to choose the team that will help you overcome them. Our newest #TogetherMakesProgress TV commercial shows us just how true this is in lifeand in business.

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6 CRM Apps That Integrate With QuickBooks Enterprise

Ace Cloud Hosting

When it comes to managing customer relationships, it tops the priority list of any growing business. QuickBooks Enterprise, the robust accounting software designed to streamline the accounting, expense tracking, and.

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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.