Document management

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.

Paul Lodder, vice president of accounting product strategy, talks about the company's recent activities as well as its plans for the future.

Plus, Genius Scan introduces new expense reporting capacities; Xero to retire WorkflowMax; and other news from the accounting technology arena.

As 2023 comes into view, the specter of 87,000 new IRS employees has gotten the attention of accountants and bookkeepers — as well as small and midsized business owners.

Clients are increasingly demanding a more technologically-connected practitioners who is well-versed in digital communications and security.

Remembering a reform expert; more suggestions for IRS improvement; fluffy nonsense; and other highlights from our favorite tax bloggers.

IRIS Software announced that its document management solution Doc.It has expanded beyond on-premise functionality.

The Internal Revenue Service has contracted with Ripcord, a startup company that does robotic digitization of documents and records, to pilot test a program to digitize filings of Form 709.

Archaic and outdated ways of managing information are hindering firms’ ability to navigate disruptions, curb competition and innovate.

When you take paper out of the equation, your company workflow automatically improves.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.