Technology
AvaTax for Hotels and Motels – 2019 Innovation Award Nominee
The travel industry is dynamic with transactions increasingly completed online and any room booking requires hotel or lodging taxes. For operators of hotels & motels, online booking services, resorts, vacation rentals, Airbnb’s, timeshares or any other type of accommodations, calculating and remitting the correct hotel taxes is a critical part of the process. For accounting […]
Bloomberg Tax’s Estate, Gifts & Trusts Portfolios – 2019 Innovation Award Nominee
The significant changes made to the U.S. tax code in 2018 due to tax reform touches on virtually every area of taxation, including estate and trust planning. So, in order for today’s leading organizations to stay ahead, they needed a comprehensive research platform to transform current tax law into actionable plans for their clients. The […]
ExpensifyApproved! University – 2019 Innovation Award Nominee
ExpensifyApproved! University provides free, all-in-one Expensify training for any accountant or bookkeeper. The program engages learners of all levels with in-depth instructional articles, visual product walkthroughs, and interactive review questions. The curriculum covers critical Expensify terms, accountant-friendly product functionality, and client management best practices. Self-led training like ExpensifyApproved! University is essential for accountants on a […]
Paychex AccountantHQ – 2019 Innovation Award Nominee
Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key […]
Thomson Reuters Authenticator Cards – 2019 Innovation Award Nominee
With cybercriminals increasingly focusing on the tax and accounting profession, data security continues to be an important topic. Firms have an ethical and legal duty to take reasonable precautions to protect their clients’ data, and since passwords can be easily stolen or hacked, multi-factor authentication (MFA) is more important than ever as a tool in […]
Thomson Reuters OnBalance Express – 2019 Innovation Award Nominee
OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been […]
CCH AnswerConnect Tax Assistant – 2019 Innovation Award Nominee
The line between personal and professional technology continues to blur. With nearly one in five adults accessing a smart speaker in their home (according to Voicebot.ai™ research), voice technology is poised to impact the professional workspace. In response, Wolters Kluwer enhanced its award-winning CCH AnswerConnect, the answer-oriented tax research platform, with voice enabled search. Now, […]
How to Create a Tax Data Security Plan
Professional tax preparers are being reminded that federal law requires them to create a written information security plan to protect their clients’ data.