tech and fintech
making the most of microsoft teams
riches in niches
how going virtual opens endless opportunities.
by jody grunden
building the virtual cfo firm in the cloud
going from brick-and-mortar to distributed is not an easy transition.
more: 6 steps for sales and conversion | marketing is about thought leadership | 3 steps to better client communication in a crisis | how to audit 401(k)s | four key financial metrics for growing any business | 4 ways to bill clients | 3 measures of the effectiveness of your team | transferring clients to a new employee | why process is key to remote work
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you’ve got to be all in and willing to rip the band-aid off fast.
avalara launches a.i. tool to streamline tax classifications
simplifies product classification and taxability determinations.
seattle-based avalara inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, is rolling out an artificial intelligence-based tax classification tool, designed to cut the time spent by avalara avatax users classifying products and taxability.
“the accurate classification of products and services has always been a bottleneck for customers in their tax compliance journey,” said sanjay parthasarathy, chief product officer at avalara. “by harnessing the power of ai and machine learning, we have not only accelerated the classification process by providing a solution that helps users arrive at the right tax classification quickly and efficiently without being a tax expert, but we have also made it more accurate.” read more →
survey: the one document management system that dominates all others
“other” and “diy” come second and third.
by accounting firm operations and technology survey
the new rules for online meetings
checklist: 36 do’s and don’t’s for conducting business on a video call, some learned the hard way.
by 卡塔尔世界杯常规比赛时间 research
survey: how do firms scan 1040s?
cch, doc.it, sureprep battle for adoption by accounting firms.
by accounting firm operations and technology survey
survey: what’s your firm’s primary word processing software?
how many are still using word 2007 – who are they? and why?
survey: accountants’ favorite scanners
what kind of scanners are you using? top brand choices, by size of firm.
survey: personal scanners top workgroup models
right networks acquires rootworks
rootworks founder darren root joins right networks as gm and vp strategy.
by 卡塔尔世界杯常规比赛时间 research
signaling a move to broaden its industry footprint, right networks, a leader in cloud-enabled technology solutions for accounting firms and small businesses, has acquired rootworks, which provides accounting firms with tools, resources, and guidance to create a high-performing, proactive modern firm.
rootworks will continue to operate as an independent line of business within right networks with founder darren root serving as rootworks general manager and right networks vice president of market strategy, according to the company announcement.
“while right networks is a leading technology supplier to the accounting profession, we recognize that our firm customers need more than technology to succeed in the face of the profession’s digital transformation,” says joel hughes, ceo of right networks, which counts over 5,000 accounting firms and 180,000 users as clients. “firms need the business context, the ‘why and how,’ in order to adapt and move forward. rootworks has pioneered and perfected a repeatable business model for ‘the modern firm,’ supported by education and dedicated coaching via a technology platform and peer community that fosters success. firms owners need help. right networks with rootworks can deliver the level of help they require.”
survey: how many scanners does a firm need?
do you use a centralized scan strategy or have a scanner at everyone’s desk?
and: how are work-from-home mandates changing things?
covid crisis separates the winners from losers
bill reeb, 2019-20 aicpa chairman, explains how today’s coronavirus crisis is transforming the profession – and the world – forever.
^ click to play
by 卡塔尔世界杯常规比赛时间
today’s coronavirus cataclysm is changing the ways cpas in both the public and the private sectors do business, revamping in a few traumatic days what would have taken five years, says bill reeb, the 2019-20 aicpa chair, in a video interview with 卡塔尔世界杯常规比赛时间.
卡塔尔世界杯常规比赛时间 is providing free access to our latest coronavirus crisis updates: start here for a guide to all our free coverage.
“it has already had an amazing effect,” reeb says. “we have fast-forwarded the technology by at least five years. the use of technology has skyrocketed. and people are starting to say, okay, we got to get people working at home, and we’ve found ways to communicate with each other during the day.” read more →