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AICPA Updates PFS Program

AICPA Updates PFS Program

The American Institute of CPAs has launched a new personal financial planning curriculum and what it calls a new pathway to the Personal Financial Specialist credential. The new program has...

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AICPAThe American Institute of CPAs has launched a new personal financial planning curriculum and what it calls a new pathway to the Personal Financial Specialist credential. The new program has five certificate covering different areas of personal financial planning

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avallraraSales-and-use tax vendor Avalara is expected to go public this week. The Seattle, Wash.-based company Wednesday filed its amended form S-1 which reported the estimated offering price is $21-to $23-per share.

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Kevin Murray, Doc.It Doc.it has introduced two new applications for document. The first, Doc.It.Explore, is described as a software product which does not require complex system integration. Explore offers OCR/scanning, document check-in/check-out, and work binders.

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CCH AxcessWolters Kluwer has introduced the Engagement Organizer, an automated client request list within CCH ProSystem fx Engagement. The organized provides a portal connection to enable auditors and clients to connection to review and complete templates and document.

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Thomason reutersThomson Reuters has issued a Checkpoint Tax Cuts and Jobs Act Toolkit. The Toolkit incorporates resources which include a Checkpoint special report, Practice Aids, tax law summaries, checklists and client letters.

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New Products

Doc.It Rolls Out Products

Doc.It Rolls Out Products

Doc.it has introduced two new applications for document. The first, Doc.It.Explore, is described as a software product which does not require complex system integration. Explore offers OCR/scanning, document check-in/check-out, and work...

People and Moves

Former Abila CEO Takes New Job

Former Abila CEO Takes New Job

Krista Endsley, who headed Sage’s former nonprofit software business and later Abila, has become president of Cantata Health. Based in Hauppauge, N.Y. Cantata  also hired Jonathan Isaacs as CEO at...

Running a Firm

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Jump-starting Project Accounting

When people hear the term “project accounting” they might think it is this about moving away from practice management software.  Project accounting’s intent is to incorporate project accounting tools within practice...

Report: The Cloud Grows Up

Report: The Cloud Grows Up

Report: The Cloud Grows Up The cloud provides more than just a system that is maintained elsewhere and more than just Internet-based ERP. It offers the ability to access more...

10 Productivity Tips for Leaders

I have come to realize that productivity is a skill that you can learn over time. As the leader of my company, I find that my time is my most...

S corp payroll — Without the Headache

S corp payroll — Without the Headache

Sponsored Content:Did you know that sixty-two percent of accountants take on processing S corp payrolls to make it easier for their clients?[1] But for many CPA firms, it only makes...

Apply Accounting Firm Efficiency with Pu…

There are two things you should know about efficiency. First, it's a wasted effort to be efficient for efficiency's sake. You must have a vision for it. Is it to improve...

Reviews

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Report 2018: Getting a Handle on the Cloud

Report 2018: Getting a Handle on the Clo…

2018 Report: Getting a Handle on the Cloud Buyers and sellers are talking less and less about cloud software. The discussions increasingly center around how the software, which happens to be...

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Report: Payroll Gets Easier

Report: Payroll Gets Easier

Report: Payroll Gets Easier: Running payroll, whether for a company to pay its own employees or to pay clients’ employees, has rarely been easy. But it is necessary, which is...

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Report: Using the Cloud to Protect Your Data

Report: Using the Cloud to Protect Your …

Report: Using the Cloud to Protect Your Data The handwriting is in the cloud. And given some real barriers to adoption of cloud-based software, the move remains a question of when...

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2017 BSI Top 100 VARS

2017 BSI Top 100 VARS

The last year has been one of change—the cloud has moved from being something everyone talked about to something most resellers are doing something about. It is also a market...

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2016 BSI VAR Stars

2016 BSI VAR Stars

Report: 2016 BSI VAR Stars Moving to the cloud represents a challenge for mid-market accounting software resellers. Some make it more challenging by making the switch from marketing desktop applications...

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Tax

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Preparer Stole Kids’ IDs; Gets 10 years

Preparer Stole Kids’ IDs; Gets 10 years

A Pennsylvania tax preparer has been sentenced to 10 years in prison for using stolen identities of disabled children and children in foster care to file false federal income tax...

Liberty Auditor Lasts Seven Weeks

Liberty Auditor Lasts Seven Weeks

Liberty Tax saw its latest outside auditor resign after an extremely short tenure. The company hired Carr, Riggs & Ingram, on April 18 and the firm resigned the position on...

Tax Season Erases 2017 Decline

Tax Season Erases 2017 Decline

With the number of returns filed during 2018 up 1.4 percent from 2017, this year’s total makes up for last year’s unexpected weakness. Returns filed last year fell .5 percent...

TurboTax Live Draws Assisted Customers

TurboTax Live Draws Assisted Customers

Intuit’s new TurboTax Live is drawing customers who have used assisted tax return preparation. During this week’s third-quarter earnings webcast, CEO Brad Smith said Live is drawing those customers at...

TaxAct Revs Up, Users Down

TaxAct Revs Up, Users Down

Customer and efiling counts were down for TaxAct for the first quarter ended March 31. But the parent company, Blucora, said revenue was up as the company sought out customers...

Tech

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An American Look for Data Privacy?

An American Look for Data Privacy?

The phrase “General Data Privacy Regulations: and the abbreviation "GDPR" are spreading rapidly on American business websites. And while the major new European Union regulations do not apply to residents of...

AICPA Issues Final Set of Rev Rec Topics

AICPA Issues Final Set of Rev Rec Topics

The Financial Reporting Executive Committee of the American Institute of CPAs has issued working drafts of several accounting issues. The drafts are issues related to the implementation of Accounting Standards Update...

Cryptocurrency – What’s the Big Idea?

There’s a lot of cryptocurrency talk these days, but I think this revolution is bigger than most people realize it is. Don’t believe me? Consider these big ideas. To learn more...

NetSuite Signs BPM as Reseller

NetSuite Signs BPM as Reseller

NetSuite has signed BPM, an accounting firm centered in the San Francisco Bay area, as a member of its business processing outsourcing and reselling programs. That announcement came on the...

Apply Accounting Firm Efficiency with Pu…

There are two things you should know about efficiency. First, it's a wasted effort to be efficient for efficiency's sake. You must have a vision for it. Is it to improve...

News

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AICPA Updates PFS Program

AICPA Updates PFS Program

The American Institute of CPAs has launched a new personal financial planning curriculum and what it calls a new pathway to the Personal Financial Specialist credential. The new program has...

Avalara IPO Likely This Week

Avalara IPO Likely This Week

Sales-and-use tax vendor Avalara is expected to go public this week. The Seattle, Wash.-based company Wednesday filed its amended form S-1 which reported the estimated offering price is $21-to $23-per share.

Doc.It Rolls Out Products

Doc.It Rolls Out Products

Doc.it has introduced two new applications for document. The first, Doc.It.Explore, is described as a software product which does not require complex system integration. Explore offers OCR/scanning, document check-in/check-out, and work...

WH Intros Engagement Organizer

WH Intros Engagement Organizer

Wolters Kluwer has introduced the Engagement Organizer, an automated client request list within CCH ProSystem fx Engagement. The organized provides a portal connection to enable auditors and clients to connection...

Checkpoint Tax Cut Toolkit Out

Checkpoint Tax Cut Toolkit Out

Thomson Reuters has issued a Checkpoint Tax Cuts and Jobs Act Toolkit. The Toolkit incorporates resources which include a Checkpoint special report, Practice Aids, tax law summaries, checklists and client letters.

Learning Center

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QuickBooks Online and Google Link Up

QuickBooks Online and Google Link Up

Intuit and Google are collaborating on applications that integrate the G Suite—formerly called Google Apps for Work—with QuickBooks Online. The first releases for QBO include Google Calendar and Single Sign...

Easy Checklist Provides Small Firms with Workflow and Client Management Solutions

Easy Checklist Provides Small Firms with…

Bob Scott, executive editor of the Progressive Accountant, sits down with Michael Havey of Easy Checklist ABC to discuss the company’s new task management tool designed to assist accountants, bookkeepers...

Global Force International Helps Accountants Merge, Acquire or Sell Businesses

Global Force International Helps Account…

Bob Scott, executive editor of The Progressive Accountant speaks with Max Krotman, executive vice president of Global Force International. With a focus on business integration, Global Force International matches firms...

KBKG Identifies Specialized Tax Credits and Incentives for Clients.

KBKG Identifies Specialized Tax Credits …

Bob Scott, executive editor of The Progressive Accountant, speaks with Gian Pazzia, principal of KBKG about the way the company collaborates with CPA firms to deliver the most effective tax...

APS Pension and Financial Services Helps Companies Navigate the Growing Complexities of 401K Plans

APS Pension and Financial Services Helps…

Stephen Abramson, president of APS Pension and Financial Service sits down with Bob Scott, executive editor of The Progressive Accountant to discuss how the company is helping small to midsize...

Sales Tax and Compliance

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Sales and Use Tax Explained: A Few Minut…

Recently, Avalara interviewed tax and technology consultant Brian Weaver, managing partner of Brian Weaver Consulting LLC, a firm serving client needs in transaction taxes, tax technology and taxation systems, and...

Costly Mistakes of a Sales Tax Audit

No business wants to be subject to an audit. But if it does happen to one of your clients, how can you best advise them on what to do? You...

The Riches are in the Niches

As an accountant, the sooner you determine your niche the easier it will be to position yourself as a trusted advisor and begin to attract your ideal clients. Also known...

Ensuring Success as Your Business Scales…

Savvy CFOs know consistent communication with the CIO and active participation in evaluating IT solutions that support them is key to success. Read more...

Indirect Taxes: A Search for Facts

Indirect Taxes: A Search for Facts

There are few subjects like indirect taxes for confusing people. The facts needed to determine tax liability often elude business owners. And let’s not forget that businesses across the country...

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk