Install
Please confirm you are human
This browser or connection looks automated. Press and continuously hold the control for 3 seconds to enable Google-hosted web results and, when separately allowed, AI-assisted answers.
A successful check enables 100 search requests. Interactive access does not authorize scraping, systematic collection, or reuse of search output.
News
Using AI to decode client behavior
1+ week, 4+ day ago (813+ words) Analyzing a client's history enables you to take a proactive approach to accounting services, anticipating...client requests and issues....Therefore, having the same type of service for each client does not always lead to a good client experience...Then there…...
Your clients' data belongs to your clients
3+ week, 4+ day ago (573+ words) accountant knows the first principle of the profession, even if it's rarely stated out loud: We work in service...I believe firms and their clients have the right to access their own data, in real time, without paying...It's rationing…...
Caseware rolls out Excel add-on, client request AI
4+ day, 17+ hour ago (284+ words) The company also unveiled an AI-first evolution of its Client Requests feature...."Every conversation we have with customers points to the same opportunity: extending that same connected...Client Requests is available through a limited early-access program with a global group…...
When a client's mailbox is sending fake invoices, the password reset is only the beginning
6+ day, 18+ hour ago (188+ words) A client's vendors, or the client's own customers, are receiving invoices and payment-change requests...from an address inside the client's company, and nobody there sent them....While donating stock is a clear win for clients to avoid capital gains taxes,…...
Firm files patent on service contract and warranty accounting
3+ week, 6+ day ago (288+ words) applications for what they call Kerper-Bowron Method — a way to forecast and account for liabilities for service...The Internal Revenue Service's Criminal Investigation unit has been stepping up its enforcement efforts...
Check your tech stack for AI training leaks
3+ week, 6+ day ago (1253+ words) said that the first thing though, before anything else, is to understand how the vendor defines "customer..."If in a contract or other areas mentioned above state that the vendor could 'use customer data that...is anonymized to improve product…...
Bill goes remote-first
1+ week, 3+ day ago (300+ words) So instead of continuing to manage the divide, we realized the better path was to build one team that...She added that customers also don't really care how many days a week the team is in the office, they..."A…...
HBK takes outside investment
2+ week, 5+ day ago (358+ words) these kinds of investments, HBK will adopt an alternative practice structure, separating its attest services...into Hill, Barth & King LLC, and its non-attest services into HBK Advisory Group LLC....Its wealth management services will continue to be provided by HBKS Wealth…...
Gray Griffith & Mays expands in West Virginia
1+ week, 4+ day ago (237+ words) "By combining our resources and shared commitment to client service, we can provide an even greater depth..."I am excited about this next chapter and the additional value we will be able to provide our clients...This acquisition reflects our…...
Hall expands into dental industry
5+ day, 14+ hour ago (317+ words) Joining them gives our clients access to a broader set of expertise and provides our team members with...Hall CPA, based in Raleigh, North Carolina, is a tax and accounting firm focused on servicing real estate...Most Internal Revenue Service…...