CPA Practice

NOVEMBER 2, 2023

will be closing down Mint, its personal financial management app it acquired in 2009, starting in 2024. Intuit has stated that it will encourage a shift of these users to the similar Credit Karma, which Intuit acquired in 2020. Intuit Inc. Mint allowed Intuit to get a strong foothold in the web-based app genre.

quickbooks 93

quickbooks CPA Finance Account 93

Acterys

MARCH 4, 2022

with several new features and functionality enhancements that doubles its ease-of-use, extensibility, and automation capabilities. launch webinar: Without any further ado, here are the major updates and epic new features in Acterys v22.1. Acterys Hub is the latest addition to the roster of features of our platform. Acterys 22.1

Start-ups 130

Start-ups Account accountant accounted 130

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. One of the takeaways of the session being that sometimes the features you are looking for are already within your existing tool kit.

accounting apps 111

accounting apps Account accountant accounted 111

Cherry Bekaert

OCTOBER 5, 2023

Enter the importance of a cloud-based digital financial management solution. Accelerating Organizational Performance A cloud-based financial management solution is a fundamental accelerator for enhancing organizational performance and igniting business growth. With two levels of security, permissions are customized based on user ID.

Real Estate 115

Real Estate Account accountant accounted 115

Airbase

OCTOBER 25, 2023

AI even featured in the high-octane opening session with a spoof about hallucinations from Evan — NetSuite’s not-quite-ready-for-prime-time AI assistant. User experience. One of the key takeaways from SuiteWorld is that software companies that are slow to incorporate this user-friendly technology into their products will fall behind.

NetSuite 130

NetSuite Technology accounting and finance Kansas 130

SchoolofBookkeeping

FEBRUARY 24, 2024

Building on the success of QuickBooks Self-Employed, QuickBooks Solopreneur offers a host of user-friendly features, an intuitive interface, and enhanced productivity tools. The suite of intuitive tools allows users to manage their books all in one place, connect seamlessly to bank accounts, and enjoy a hassle-free setup process.

quickbooks 52

quickbooks tax preparation accounting and finance Gaming 52

CPA Practice

DECEMBER 18, 2023

“This next step in the evolution of the Business Tax Account will help these businesses download transcripts and other features. This phase of business tax account also adds new features. It will help users manage their tax obligations, reducing the burden on taxpayers who would otherwise need to call or mail the IRS.

tax accountant 126

tax accountant business tax Tax Account 126

CPA Practice

FEBRUARY 15, 2024

Many publishers of accounting software hold their events in the early part of the year, typically as sales kick-off meetings and to announce new features. Continue to look for new product features that include AI technology in 2024, but buyers should continue to be cautious. user/month. Every event included AI.

NetSuite 105

NetSuite accounting software Non-Profits Texas 105

CPA Practice

FEBRUARY 27, 2024

Sage , a maker of accounting, financial, HR and payroll technology for small and mid-sized businesses, has launched its new generative AI-powered productivity assistant, set to revolutionize accounting, finance and people management processes, and empowering customers to make smarter business decisions.

Account 64

Account accountant accounted Technology 64

Accounting Insight

FEBRUARY 13, 2024

Today, investment platform Lightyear announces the full launch of its web application with new stock screeners, a highly requested feature by investors on the platform. The web app holds all the same key features as mobile, including ways to deposit cash and the newly launched order types (limit and stop orders).

Education 59

Education Start-ups Account accountant 59

Withum

FEBRUARY 27, 2024

In this on-demand webinar session, discover the exciting new updates and features of Sage Intacct’s first release for 2024! We will explore how these enhancements can empower more thorough decision-making and streamlined financial management to improve business efficiency. Already Registered?

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Cherry Bekaert

MARCH 26, 2024

According to Microsoft’s 2023 Work Trend Index special report , Copilot is a game changer for the future of work with its seamless integration with Microsoft 365. From the Work Index Study , 133 Microsoft salespeople who used Copilot for Sales at least weekly reported significant opportunities.

Technology 110

Technology Sales Gaming 110

Withum

MARCH 6, 2024

This is where Microsoft Dynamics has emerged as a frontrunner in the realm of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions, leveraging advanced AI capabilities to drive efficiency and productivity. This feature was released in preview (Sandbox) in November of 2023.

Sales 59

Sales 59

CPA Practice

AUGUST 1, 2023

Accounting practice management software maker Canopy is expanding the AI-driven capabilities of its software with the introduction of Canopy Insights. Canopy Insights provides users with: Canopy Insights allows users to directly type questions about individual reports and receive answers using artificial intelligence.

accounting firms 98

accounting firms Account accountant accounted 98

CPA Practice

NOVEMBER 27, 2023

Xero , the makers of business management solutions, has added new auto sales tax capability, helping to provide reliable sales tax calculations, comprehensive reporting, and automated filing options for small business owners and their advisors. Customers can access Xero’s auto sales tax feature on Xero’s new version of invoicing.

Sales 105

Sales Tax 105

Going Concern

APRIL 28, 2024

They included some facts, too: 33 million LinkedIn users are currently using the feature that was introduced in the early days of COVID-19 when people lost their jobs en masse and people who have it on are twice as likely to be contacted by recruiters, per LinkedIn data. “You You have to make the other side feel like you’re exclusive.”

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60

MineralTree

MARCH 7, 2024

Key takeaways QuickBooks provides essential financial tools and a user-friendly interface to smaller businesses and startups, but the platform requires manual functions like reporting with Excel. QuickBooks offers a user-friendly interface and basic accounting functionality suitable for smaller organizations.

quickbooks 52

quickbooks AP Processes AP Automation Technology 52

Xero

JUNE 25, 2023

Changes are coming to the contact overview page We wanted to share the next step in improving the contacts experience in Xero, helping you better manage the relationships with your customers and suppliers, as well as your cash flow. This feature makes life that little bit easier for you to find the information you need more efficiently.

Maine 108

Maine Technology 108

Xero

FEBRUARY 28, 2024

We shared a number of product and tech updates at Xero’s Investor Day in Melbourne on how we are bringing new capabilities to help Xero customers run their operations and manage their finances more efficiently. These are three key areas are: Introducing conversational interfaces on the apps and surfaces (i.e.

Technology 100

Technology accounting and finance Gaming Start-ups 100

Withum

AUGUST 29, 2023

With the upcoming 2023 Wave 2 update, Business Central is poised to deliver a trio of game-changing features that will improve how global organizations manage their processes. Let’s delve into the top three features that have us buzzing with excitement, and explore the remarkable benefits they bring to corporate users.

Gaming 52

Gaming Sales 52

Withum

DECEMBER 11, 2023

Join us for an exclusive and informative on-demand webinar as we delve into the exciting new updates and features of Sage Intacct’s final Release 4 for 2023! View On-Demand Webinar Learn about the latest innovations and hear about practical insights and real-world use cases to maximize the benefits of Intacct.

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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. Tax Pro Account users can now also withdraw from their active authorizations online in real time.

Tax 119

Tax Account accountant accounted 119

Withum

OCTOBER 26, 2023

 They announced a number of new features and enhancements to its omnichannel commerce platform, SuiteCommerce. These include a new CRM system to help businesses manage customer interactions and a new inventory management system that better tracks inventory levels across all locations.

NetSuite 59

NetSuite E-commerce Technology corporation tax 59

CPA Practice

JANUARY 30, 2024

The company previewed new features and capabilities that will launch in the 2024 R1 product release – with the beta of 2024 R1 now available to Acumatica customers. Our product managers visit customers throughout the year and use takeaways from these discussions to innovate our solutions.

Manufacturing 59

Manufacturing Construction Retail Technology 59

CPA Practice

AUGUST 7, 2023

Justworks, a benefits, payroll and HR technology provider, has launched Expenses, an expense management tool that Justworks PEO customers can use to process expense reimbursement requests alongside payroll. Business management can gain accurate financial insights by categorizing and analyzing expenses alongside payroll data.

Expense Management 94

Expense Management Expense Reimbursements Approval Workflows payroll 94

Withum

SEPTEMBER 18, 2023

What Is a NetSuite New Release Feature? These updates may include enhancements to existing features or the addition of new functionalities, which affects all NetSuite users but does not disrupt your customizations or integrations. Release Features Tune into our podcast episode and get even more insight into the NetSuite 2023.2

NetSuite 59

NetSuite AP Automation Manufacturing Account 59

CPA Practice

JULY 24, 2023

Justworks, a benefits, payroll and HR technology provider, has launched Expenses, an expense management tool that Justworks PEO customers can use to process expense reimbursement requests alongside payroll. Business management can gain accurate financial insights by categorizing and analyzing expenses alongside payroll data.

Expense Management 94

Expense Management Expense Reimbursements Approval Workflows payroll 94

CPA Practice

MARCH 21, 2024

The new booking experience in Concur Travel launched last August , featuring a consumer-grade user experience with a streamlined booking and checkout process. Additionally, users can search, book, and purchase UK Rail content. Many TMCs agree the experience is much improved.

Expense Management 52

Expense Management Technology accounting and finance Spend Management 52

Withum

MARCH 15, 2023

features and how they work. Features 1. Automating Period Close Revenue Recognition Entries Existing NetSuite users already understand the tremendous benefits of automating complicated revenue recognition rules. Warehouse Management Enhancements Here are a few of the key enhancements included in NetSuite’s 2023.1

NetSuite 105

NetSuite Accounts Payable Automation Technology AP Automation 105

Anders CPA

JANUARY 23, 2024

As more companies embrace hybrid and remote workforces , protecting proprietary data and user devices becomes critical. With this shift, it becomes crucial for organizations to have efficient and secure endpoint management strategies in place. What is Microsoft Intune? So, what exactly is Microsoft Intune ?

CPA 59

CPA Technology 59

Basis 365

JUNE 13, 2023

In today's digital age, businesses constantly seek efficient and user-friendly solutions to manage their finances. Cloud-based accounting software has revolutionized how companies handle their financial tasks, making bookkeeping and financial management more accessible and convenient.

Finance 52

Finance accounting and finance accounting software bookkeeping 52

CPA Practice

MARCH 27, 2024

FloQast, a finance and accounting operations platform provider created by accountants for accountants, has added several new solution capabilities, including AI-enhanced automation and robust API integrations for FloQast Reconciliation Management.

accounting and finance 40

accounting and finance CPA Account accountant 40

CPA Practice

AUGUST 29, 2023

A recent Capterra survey found that more than half of fintech users seek advice from fintech apps before consulting their accountant, and 64% say these tools have significantly reduced their need to interact with their financial advisor. Overall, 48% of consumers surveyed are fintech users.

accounting and finance 75

accounting and finance Technology tax preparation Finance 75

Accounting Insight

FEBRUARY 29, 2024

iwoca , one of Europe’s largest SME lenders, today announces a partnership with business account provider Countingup to make business finance available to almost 10,000 of Countingup’s users at the touch of a button. This now means users can access finance seamlessly within minutes.

business accounting 52

business accounting Account accountant accounted 52

Cherry Bekaert

JULY 31, 2023

In this third episode of Cherry Bekaert’s Digital Journeys podcast series on migrating from Lotus Notes to SharePoint, Trace Armstrong , Senior Manager in our Digital Advisory practice, reconvenes with Erin Robinson , Senior Architect in our Microsoft team. Improve user adoption, satisfaction and productivity, while reducing IT costs.

Manufacturing 96

Manufacturing Technology 96

CPA Practice

SEPTEMBER 12, 2023

TaxDome , a provider or tax and accounting practice management solutions, has launched an advanced IRS integration feature. This update allows TaxDome users to swiftly access IRS transcripts directly from their workspace, eliminating the need to navigate the IRS website.

Tax 52

Tax Account accountant accounted 52

Snyder

MARCH 17, 2023

Key features of invoicing software for small businesses 5. Minimization of fraud and improved security A good invoicing software provides security features to ensure protection of the entire billing-to-payment process from hacks. In this article we are going to look at the following: 1. What is invoicing software?

quickbooks 52

quickbooks E-commerce accounting software accounting and finance 52