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Checkpoint Health Plan Report Available

Checkpoint Health Plan Report Available

Thomson Reuters has released a Checkpoint special report on health plan reimbursement. The report is titled "Which Expenses Quality for Tax-Free Treatment Under a Health FSA, HRA, or HSA?", and...

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Checkpoint Health Plan Report Available

Checkpoint Health Plan Report Available

Thomson Reuters has released a Checkpoint special report on health plan reimbursement. The report is titled "Which Expenses Quality for Tax-Free Treatment Under a Health FSA, HRA, or HSA?", and...

People and Moves

Xero U.S. Sales, Marketing Execs Turn Over

Xero U.S. Sales, Marketing Execs Turn Ov…

Xero, the New Zealand-based cloud software vendor, has had turnover in key positions in sales and marketing in the United States this year. Most recently, Paul Miller, Xero's chief marketing...

Running a Firm

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CLA to Use Financial Planning Software

CLA to Use Financial Planning Software

CliftonLarsonAllen will use MoneyGuidePro, a financial planning software package, for providing services to existing and new clients. The application from PIEtech will be used in three CLA business lines wealth...

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...

Minimum Wage Hike Could Hurt N.J. Small …

The following article was written by the New Jersey Society of CPAs. It reflects the views of that society and does not necessarily represent the views of the Progressive Accountant...

SAP: Software Ensures Hiring Diversity

SAP: Software Ensures Hiring Diversity

SAP's recent Sapphire conference was filled with the giant software maker's product announcements. It also highlighted the company's very broad role in social activism, and in particular, a commitment to a...

Get the Most Out of Planning Retreats

After tax season, many CPA firms turn their attention to scheduling annual planning retreats. If you're not one of them then I encourage you to become one; planning retreats are...

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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Gusto Offers R&D Tax Credit Service

Online software vendor Gusto has introduced a Real Time R&D Tax Credit service. Using the new service, businesses can deduct the credit from their payroll immediately. Gusto notes that previously...

Preparer Cited for $10M Bogus Deductions

Preparer Cited for $10M Bogus Deductions

A federal court has barred a Louisiana tax preparer Angelina Adams aka Angelina Morris, and her firm,Angie's Tax Service. from preparing federal tax returns for others. The Justice Department said...

Liberty Tax Ends Hewitt's Tenure

Liberty Tax Ends Hewitt's Tenure

Liberty Tax Services said this week its board of directors had decided to terminate John Hewitt as CEO and president. The company issued a statement that the hiring of Ed...

CPA Allegedly Helped Client Hide $3M

CPA Allegedly Helped Client Hide $3M

A Hawaii businessman, aided by his accountant, has been accused of failing to report more than $3 million of his firm's revenue. Assisted by accountant, Michael H. Higa, Wagdy A...

BNA Debuts International Portfolios

BNA Debuts International Portfolios

Bloomberg BNA has introduced Tax Management Portfolios for several countries and regions. The releases includes include specific portfolios and a  new edition of Business Operations in the European Union –...


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Tech

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IRS Starts Email Security Campaign

IRS Starts Email Security Campaign

The Internal Revenue Service has launched an education campaign, which alerts tax professionals to the dangers of email scams. The agency receives three to five data theft reports weekly from...

Sage Promotes AI Ethics Code

Sage Promotes AI Ethics Code

Sage has developed an ethics code for developing software that utilizes artificial intelligence. At its Summit conference in Canada, Sage outlined "The Ethics of Code: Developing AI for Business with...

Misconceptions about Nonprofits and Tech…

A nonprofit has an auditor coming in tomorrow. The staff is nervous and has spent days pulling files, canceled checks and more paper documents for the on-site visit. They have...

Top Firm Technology-Not the Latest

Top Firm Technology-Not the Latest

It's fairly easy to say accounting firms are usually not at the forefront of technology adoption. So social media and the cloud versions of business applications are not used by...

Internet of Things Coming on Fast

Internet of Things Coming on Fast

At the Sapphire conference of software giant SAP in May, there was a demonstration of a sensor-equipped power tool being used to drill a hole in a thin panel of...

News

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Checkpoint Health Plan Report Available

Checkpoint Health Plan Report Available

Thomson Reuters has released a Checkpoint special report on health plan reimbursement. The report is titled "Which Expenses Quality for Tax-Free Treatment Under a Health FSA, HRA, or HSA?", and...

ADP, Pershing Exchange Charges

ADP, Pershing Exchange Charges

A proxy fight over three seats on the board of directors of Automatic Data Processing reached the finger-pointing stage this week. ADP claimed that William Ackman, whose Pershing Square Capital...

Paychex: Don't Tender Shares

Paychex: Don't Tender Shares

Paychex has urged its shareholders not to tender their shares in response to a bid made by an investment group. In a filing with the SEC this week, the payroll...

Ackman Asks for Bigger ADP Board

Ackman Asks for Bigger ADP Board

Activist investor Bill Ackman, who has been seeking to defeat three incumbent members of the board of Automatic Data Processing, has now wants to expand the board by three seats...

SmartVault Adds 3,000 Customers in Half

SmartVault Adds 3,000 Customers in Half

SmartVault had 17,000 customers in the half ended June 30 with 3,000 new customers added during that time. Those numbers were made public by GetBusy, the company spun off last...


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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...

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