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Special Report: 2025 Readers’ Choice Awards

CPA Practice

The awards highlight the most useful technology for firms and clients. From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use.

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On Event of 250th Anniversary of Boston Tea Party, U.S. Tea Merchants and Small Businesses Find Taxes too Complex

CPA Practice

These are the results of a new survey by Avalara, Inc. , a provider of cloud-based tax compliance automation for businesses. As a result, 76% of tea merchants would urge the government to consider ways to reduce sales tax complexity with 42% considering lobbying decision makers and half (50%) even contemplating a legal challenge.

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Taxes on Digital Products Varies Widely – A State-by-State Guide

CPA Practice

Unfortunately, there’s no single governing legal definition. This guide to sales tax on digital products by state, compiled by sales tax automation company Avalara, has been updated to reflect new state policies through 2024. New Mexico. Digital goods are generally subject to New Mexico gross receipts tax.

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Eliminate Manual Work and Accelerate Accounts Receivable

CPA Practice

In this how-to guide on “Automating Your Payment Strategy from Engagement-to-Cash,” you will unlock the secrets of effective automation and learn how to eliminate manual work across the payment cycle. Learn exactly where and how to automate your client touchpoints to improve relationships quickly.

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Checklist: Ensure your firm’s success this upcoming tax season

CPA Practice

Our document management solution is more than just a safe way to store files, it’s a way to streamline your firm, helping you optimize and automate key processes while eliminating duplicate files. It finds the documents you need in seconds, and creates a bespoke, secure database for your firm.

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Transforming Your Firm: The Impact of Smarter Engagements

CPA Practice

Using thousands of real-world engagements, we explore how firms are achieving up to 23% time savings by leveraging Fieldguide’s AI and automation , ultimately turning reclaimed time into a strategic advantage. With Fieldguide, you’re not just adapting to change—you’re shaping the future of your firm.