CPA Practice

AUGUST 28, 2024

As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “ Instead also provides an all-in-one platform for accounting firms called Instead Pro.

Technology 124

Technology accounting firms accountant accounted 124

CPA Practice

NOVEMBER 14, 2023

Expanded Roles and Permissions: As accounting firms grow and serve more complex clients, more granular and customizable roles and permissions are needed to access the books of the firm and clients. New discounts and benefits for full-service accounting firms that also use Intuit ProConnect Tax.

quickbooks 119

quickbooks E-commerce Approval Workflows accountant 119

CPA Practice

AUGUST 26, 2024

Embracing Automation The platforms and solutions that are quickly becoming table stakes for accounting firms often offer automation tools that can be applied to optimize sometimes-tedious processes and workflows. These applications not only boost productivity but also enhance the quality of services provided by accounting firms.

Technology 115

Technology accountant accounted Account 115

CPA Practice

SEPTEMBER 23, 2024

These features enable accountants and bookkeepers to improve clients’ cash flow with faster domestic and international payments, provide greater control through custom approval workflows on both desktop and mobile, and save time with automatic sync to accounting software and AI-powered bill capture, the company said in a media release.

Approval Workflows 98

Approval Workflows accounts payable accountant accounted 98

Dent Moses

APRIL 3, 2024

Modern accounting software can automate these processes, providing a seamless experience for both employees and finance teams. Tools like Ramp, Expensify, and Zoho Expense offer features like receipt scanning, automated approval workflows, and real-time tracking. This is where your accounting firm becomes a valuable partner.

Expense Reimbursements 52

Expense Reimbursements Technology Approval Workflows accounting and finance 52

Dent Moses

APRIL 1, 2024

Modern accounting software can automate these processes, providing a seamless experience for both employees and finance teams. Tools like Ramp, Expensify, and Zoho Expense offer features like receipt scanning, automated approval workflows, and real-time tracking. This is where your accounting firm becomes a valuable partner.

Expense Reimbursements 52

Expense Reimbursements Technology Approval Workflows accounting and finance 52

CPA Practice

OCTOBER 25, 2023

Bill, a financial operations platform for small and midsize businesses, has has added automation technology to help SMBs and accounting firms get better control and visibility of their accounts payable workflows.

quickbooks 59

quickbooks AP Processes Approval Workflows Technology 59