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Intuit Expanding Data Import

Intuit Expanding Data Import

Intuit plans to expand the number of documents whose data can be pulled into tax return software. The software company used its Link portal during the recently ended tax season...

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Rod Drury, XeroSubscriptions to low-cost cloud software vendor Xero hit 717,000 when the company ended its fiscal year on March 31, a 51-percent rise from 475,000 at the end of fiscal 2015. The company recently released those numbers as part of its 2016 annual report.

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rsmRSM US was named Worldwide Solution Provider Partner of the Year by NetSuite at the cloud software company's recent SuiteWorld conference. The award is based on sales tier achievements and NetSuite said the accounting firm added dozens of new clients in 2015 "and has proven to be a leader in providing NetSuite support and implementation services to the middle market."

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Robert Reid, IntacctIntacct, a cloud software company, has secured $40 million in debt financing. The San Jose, Calif.-based company received the financing commitment recently via a new debt facility from Silicon Valley Bank, which joins several existing equity investors.

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Nancy McKinstry, Wolters Kluwer Wolters Kluwer has reported that revenue increased 2 percent for the first quarter ended March 31; an increase of 3 percent on an organic basis. The company also said it experienced a 1 percent positive impact from the strengthening of the U.S. dollar.

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Thomson Reuters has launched Social Media Solutions as part of its Checkpoint Marketing for Firms. These tools feature content written and formatted social media channels along what the company described as a "robust platform to publish the integrated content online."

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New Products

Checkpoint Social Media Tools Debut

Checkpoint Social Media Tools Debut

Thomson Reuters has launched Social Media Solutions as part of its Checkpoint Marketing for Firms. These tools feature content written and formatted social media channels along what the company described...

People and Moves

XCM Names Sales VP

XCM Names Sales VP

XCM Solutions has hired tax and accounting industry veteran Marc Montpas as VP of sales. His responsibilities with the Quincy, Mass.-based software company include building out and leading the sales...

Running a Firm

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Sageworks Publishes Firm Strategies Book

Sageworks Publishes Firm Strategies Book

Sageworks has published a book designed to provide strategies for firms to add value beyond their technical skills. Called "Next-Level Accountants: Your guide to growing a firm of trusted advisors...

The Win/Win of Adding a Financial Services Offering

The Win/Win of Adding a Financial Servic…

Accountants and tax professionals who have been in this industry awhile might find their revenue stagnant. The same clients return at the same times of year needing the same services...

Accountants Rank Top Five Practice Chall…

The 3rd Annual Accounting Firm Operations and Technology Survey revealed the top challenges faced by your accounting and tax practice peers. Among these, the most common issues include recruiting and...

How to Grow Your Firm by 450 Percent

When I founded Kruze Consulting in 2012, I was a one-woman shop. My focus was to deliver premium startup accounting services as efficiently as possible. In November of 2014, I...

Accountants Must Lead Businesses to Succ…

Accountants inhabit a unique position in the business world. They see data from a multitude of clients and can spy trends before others do. In Silicon Valley, I've heard numerous...

Reviews

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REVIEW: Website Building Software

Web design and editing have always been a problematic software category. When the World Wide Web debuted in 1990, it was largely a text-only system of document sharing using the...

REVIEW: Budget Software 2016

Change has finally come to the category of planning and budgeting software, resulting in a round of improved capabilities, tighter integration with other software, and another potential revenue stream for...

REVIEW: Workflow Software 2015

The software category of workflow management is exploding, with new versions, streamlined capabilities and new features. But there is an old adage that when you are up to your hips...

REVIEW: Small Business Accounting Softwa…

Driven by the growth of cloud computing and an understanding of how little most small businesses want to delve into the minutiae of accounting, the market for small business accounting...

REVIEW: Online Payroll Systems 2015

Despite the profits it can generate and the benefits it may offer in client relationship management, these are difficult times for payroll vendors and their accounting partners. Competition continues to...

Tax

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Intuit Expanding Data Import

Intuit Expanding Data Import

Intuit plans to expand the number of documents whose data can be pulled into tax return software. The software company used its Link portal during the recently ended tax season...

Tax Loans Add to Republic Results

Tax Loans Add to Republic Results

The new Easy Advance loan program from Republic Bancorp netted the institution $1.6 million for the first quarter ended March 31. The company brought in $5.2 in interest income from...

Six Preparers Plead to Fraud/ID Theft

Six Preparers Plead to Fraud/ID Theft

Six tax return preparers have pleaded guilty to filing bogus tax returns in a scheme that produced $6,663,976 in fraudulent tax refunds. Four other individuals had previously pleaded guilty and...

Former CPA Gets Seven-month Sentence

Former CPA Gets Seven-month Sentence

Thomas D. Ziff, a former CPA who operated a firm in Atlanta, Ga., has been sentenced to seven months in prison for tax fraud. Ziff, who pleaded guilty to the...

Priming the Pump: Preparing Clients for Services Beyond Tax Prep

Priming the Pump: Preparing Clients for …

Every conversation you have with your client about tax issues represents an opportunity to offer financial services by emphasizing your expertise and deepening therelationship with the client. Sponsored White Paper

Tech

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Bill.com: Bookkeepers Now Tech Leaders

Bill.com: Bookkeepers Now Tech Leaders

Bookkeepers have emerged as technology leaders and are adopting modern technologies quickly. That is one of the conclusions of the State of Bookkeeping Practices 2016 Survey, which was sponsored by...

Office 365-based Accounting Tested

Office 365-based Accounting Tested

Microsoft has previewed Project Madeira, which introduces accounting within Office 365. Madeira, a code name, targets businesses with roughly 10 to 99 employees. The company says the cloud-based product, which...

Cloud-Connected Sage 50c Rolls Out

Cloud-Connected Sage 50c Rolls Out

Sage has introduced Sage50c, a product spanning three of its low-cost accounting packages. The product lets desktop users push files to the cloud and work remotely. The packages included include...

Looking at 2016 Accounting Software Tren…

We would all love to have a crystal ball, and as the phrase goes, hindsight is 20/20. But trends are easy to spot. So what are the trends in accounting...

Technology Ahead: Cloud, Mobile and Infections?

Technology Ahead: Cloud, Mobile and Infe…

The question of what's ahead in technology in 2016 for accounting firms, compared to what's looming for consumers and other businesses are probably two different things. That was shown at...

News

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Xero Subscriptions Up 51 Percent

Xero Subscriptions Up 51 Percent

Subscriptions to low-cost cloud software vendor Xero hit 717,000 when the company ended its fiscal year on March 31, a 51-percent rise from 475,000 at the end of fiscal 2015...

RSM Wins Top NetSuite Award

RSM Wins Top NetSuite Award

RSM US was named Worldwide Solution Provider Partner of the Year by NetSuite at the cloud software company's recent SuiteWorld conference. The award is based on sales tier achievements and...

Intacct Secures $40M in Debt Financing

Intacct Secures $40M in Debt Financing

Intacct, a cloud software company, has secured $40 million in debt financing. The San Jose, Calif.-based company received the financing commitment recently via a new debt facility from Silicon Valley...

WK Revenues Rise 2 Percent

WK Revenues Rise 2 Percent

Wolters Kluwer has reported that revenue increased 2 percent for the first quarter ended March 31; an increase of 3 percent on an organic basis. The company also said it...

Checkpoint Social Media Tools Debut

Checkpoint Social Media Tools Debut

Thomson Reuters has launched Social Media Solutions as part of its Checkpoint Marketing for Firms. These tools feature content written and formatted social media channels along what the company described...

Learning Center

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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...

Office Tools Simplifies Administration Through Integration and Automation

Office Tools Simplifies Administration T…

Bob Scott, executive editor of The Progressive Accountant sits down with Michael Giardina, CEO of Office Tools , formerly Office Tools Professional, to discuss how the company’s software streamlines a...

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