IT Pre-Tax Season Checklist
As the next tax season approaches, CPA firms face unique challenges and opportunities. Addressing common and unexpected IT issues is...
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Feb 7, 20235 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jan 23, 20234 min read
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
Jan 4, 20233 min read
Tax Automation Tools that Provide a 5-Star Client Experience
How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...
Jan 3, 20233 min read
Thomson Reuters Corporation Signs Definitive Agreement to Acquire SurePrep, LLC
TORONTO, November 11, 2022 — Thomson Reuters Corporation (“Thomson Reuters”) (NYSE / TSX: TRI) announced today it has signed a...
Dec 13, 20223 min read
3 IT Priorities for the End of 2022
Right now, many IT leaders in CPA firms are looking ahead, ensuring they’re prepared for the busy season. Many firms will have interns or...
Sep 13, 20224 min read
Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and...
Aug 30, 20221 min read
NEW RELEASE - Technology for the Lifecycle of a Growing Firm
Tax and technology have become so intertwined that it’s tough to imagine the days before firms had spreadsheets and tax software. And...
Jul 21, 20222 min read
Delivering a Data-Driven Audit
What Is a Data-Driven Audit? Data is the foundation of a data-driven audit. Auditors pull in client data, starting with the trial balance...
Nov 17, 20213 min read
Empower Your Staff During an Accountant Shortage with Tax Technology
Exhausted from searching for staff but coming up short? Tax technology & automation empowers staff in the midst this accountant shortage.
Oct 22, 20211 min read
Tracking Your Firm’s Workflow Beyond Tax and Audit
by Randi Kranzler, amelio, by HKMP Technologies Whether you’re performing tasks yourself or delegating them to staff, managing and...
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