Document management

When context is missing, accountants spend their time searching, validating and double-checking instead of analyzing and advising.

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

Plus, FileAI announces V2 platform launch; Foxit launches PDF and Document Workflow APIs; and other accounting tech updates.

Plus, Foxit adds 40 integrations for document management; Deloitte and SailPoint expand collaboration on identity management; and other tech news.

Document security in accounting encompasses protocols for safeguarding records against unauthorized access, data breaches and loss.

Accounting practice management software provider Canopy announced a $70 million Series C funding round.

Plus, FloQast achieves ISO 42001 certification on AI systems; and other accounting tech news and updates.

Accounting and auditing analytics software company Caseware has bought Extractly.ai, an Australian AI startup that offers intelligent document processing.

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

The Internal Revenue Service's program for destroying sensitive paper documents needs to be improved after inspectors found many documents easily accessible.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

Plus, Solix Technologies touts enterprise-grade document management on a budget; and other accounting technology news.

Plus, Settle offers three-way matching for purchase orders; Modern Treasury introduces Professional Services offering; and other accounting tech news.

Rachel Fisch, recently named the general manager for Dext in North America, said the company plans to expand its footprint in this market.

Plus, Prismatic launches multi-entity business solution with blockchain-like technology; and other accounting technology updates.

By focusing on areas where they can drive efficiency, firms can reduce stress in the years ahead.

Firms need to develop new retention strategies, pairing automation with the changing role of the accountant.

In the complex world of finance and accounting, precision is paramount. Every transaction, every number, every document, and every piece of data holds immense value.

You got your taxes filed by the skin of your teeth last year and before. But what if you're audited? What if you need a loan? Are you ready?

TIGTA said the IRS does an admirable job addressing cyberthreats, but should improve its documentation of them.