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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry.

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Monday Morning Accounting News Brief: Small Firms Beg For Big 4 Knowledge; FreshBooks Leak; Tech in Lieu of Accountants | 4.10.23

Going Concern

Smaller accounting firms have asked Big 4 to share their expertise [ FT ]: Smaller rivals have called on the UK’s Big Four accounting firms to share their audit expertise and technology, but partners at the big firms say they fear being accused of breaking competition law if they do so.

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CPE Webinar September 28, 2023: Source Doc Gathering, Delivery & E-Sign Issues

CPA Practice

Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. She is a proud University of Michigan alumna and football fan.

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Friday Footnotes: Big 4 Culture Gets Slammed Again; Audit Leads the Way in AI; Small Firm Gripes | 11.10.23

Going Concern

“Considering both the scope and scale of AI’s impact on financial reporting, enhancing audit quality by using technology to stay ahead of emerging risks is expected.” s chief products and technology officer, recalls getting messages from his U.S. Joe Atkinson, PwC U.S.’s

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Friday Footnotes: A (Fake) Day in the Life at Deloitte; DYNAMIC Merger For Grant Thornton; CPA Awareness | 12.9.22

Going Concern

The Justice Department has accused Rikesh Thapa of defrauding his startup tech firm of more than $1 million in U.S. According to the indictment, in 2018, Thapa agreed to receive and hold $1 million of his company’s money in his personal bank account while the firm explored other banking options. .” pic.twitter.com/rgsHceHgRd.

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Friday Footnotes: KPMG Is Twice as Bad as Other Firms; Upskill or Die; Hella M&A | 10.21.22

Going Concern

Abrash says she took a “massive risk” by modernizing Deloitte’s technology capabilities. The risk proved successful and helped Deloitte improve its operations even as it contributed to earning Abrash recognition as one of the American Institute of Certified Public Accountants’ 2022 Most Powerful Women in Accounting.

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