Exploring the role of CRM systems at accounting firms

Sageworks released a Document Manager enhancement to its Sageworks Valuation solution.

As an accountant, your business clients rely on you to provide sound advice and expert service on topics ranging from basic bookkeeping to strategic financial management. However, clients are increasingly turning to accountants to counsel them on issues that often fall outside of the accountant’s traditional scope of expertise, including seeking advice on human resource functions and other important employment issues.

Host Analytics announced new analytical, mobile and data integration capabilities to the Host Analytics Modeling Cloud.

I’m a Payroll Betty and I’m proud. What does that mean exactly? It means I’ve built my firm with payroll. The result has been very rewarding. However, not surprisingly, I’ve run into an accountant or two that looks down on payroll. They don’t want to be bothered with such “low level” work. Not me; I love payroll.

Xero and Shopify announced an integrated solution streamlining commerce and accounting processes, enabling Shopify merchants to track their business financials using Xero.

Ken Crutchfield of Bloomberg BNA discusses how accountants can trace the sources of data they have to analyze and manage it better, in an interview with Accounting Today editor-in-chief Dan Hood.

Pitney Bowes introduced EngageOne Video, an interactive customer engagement solution that customizes the video delivery experience.

As purchasing becomes a more mobile activity, online payment providers are tailoring their apps to service smartphone users.

How proactive accounting can help deter activist campaigns

Ken Crutchfield of Bloomberg BNA describes how accountants can leverage and analyze large databases to make decisions and identify opportunities for their organizations, in an interview with Accounting Today editor-in-chief Dan Hood.

Global payments management provider Tipalti has integrated an intelligent Form W-8 collection solution into its SaaS-based platform.

Top executives at mid-market companies increasingly see technology as a strategic asset that can drive competitive advantage and are taking a more active role in technology decisions, according to a new report from Deloitte.

Accountants need to be at the forefront of cybersecurity to safeguard the sensitive personal and corporate financial information they handle, according to a new report.

ZenPayroll announced a name change to Gusto and the launch of integrated health benefits and workers’ compensation into its unified service.

The IRS2Go app can now be used to make payments, as well as check refund status and receive tax tips.

The Association of Chartered Certified Accountants and the Institute of Management Accountants have debuted a new website and research report exploring the future of the accounting and finance profession.

Xero and Avalara launched an integrated and automated sales tax rates and returns service for Xero customers, providing real-time tax rate data customers can automatically access to include in invoices.

Document archiving is one part of a document management system.

Cloud ERP provider FinancialForce.com announced new financial visibility and business intelligence capabilities.