Automation

The tech we need to radically transform our firms and add back time is already here. Here’s how to harness it.

Automation isn’t just about improving your business processes — it’s also a key way to better serve your clients.

As businesses struggle with the consequences of the coronavirus pandemic, technology providers are responding with more comprehensive offerings to simplify their operations.

“We founded Lockstep on the belief that accounting deserves better tools to keep their books in sync with trading partners," said co-founder Peter Horadan.

Vertex extends partnership with Adobe, new app provides disaster preparedness analysis, and a new analytics tool for property management is available.

Wells Fargo and Bill.com partner on AP automation for SMBs, and nine other developments in technology from the past month.

Now is the time for firms to be creative, thinking about new industry-specific applications and firm-specific pain points where AI could play a role.

Institute of Management Accountants president and CEO Jeff Thomson is predicting six major developments in the finance and accounting profession this year.

Avalara Managed Returns for Accountants automates sales tax preparation and filing, providing clients with a fully managed returns service.

Sovos will now be able to deliver payroll wage withholding support to customers reporting on the 941 series form.