Automation
The Technology Lab Podcast – Review of Knuula – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Knuula, an innovative engagement letter and document automation system for accounting firms.
Lockstep Adds AR Automation for SYSPRO
Lockstep Receivables allows SYSPRO customers to manage the invoice-to-cash process through automated communication; customer-self-service, including ...
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Accounting firms also use Finmark’s software to automate many of the processes involved in providing additional strategic client advisory services.
The Technology Lab Podcast – Review of E-Courier – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review e-Courier, a cloud-based software giving firm leaders full visibility into document management and ...
The Technology Lab Podcast – Review of Doc.It – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
The Technology Lab Podcast – Review of Dext – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Dext, an automation tool that collects receipts and invoices and integrates with small business accounting systems.
Automating Sales Taxes Enhances Client Relationships
One key to the firm’s success has been adoption of technologies that help staff automate and streamline compliance processes, giving them more time to provide higher-value consulting services.
BlackLine Debuts Tax Hyperautomation Capabilities for Intercompany Financial Management
The extension to BlackLine’s intercompany solutions comes in response to organizations facing increasing intercompany tax scrutiny globally, including cross-border reporting...