Mon.Mar 31, 2025

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Top 7 Client Portals for Accountants in 2025

Canopy Accounting

Client portals for accountants are a crucial extension to your firmone that can quickly elevate or detract from your reputation and your clients experience. Because youre not in and out of the portal the way your clients are, it can be easy to discount its importance in providing an extraordinary client experience.

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The Spring Statement simply stresses the value of tech for finance teams

Accounting Insight

For finance teams, the chancellors spring statement didnt reveal much we werent already anticipating. Spending cuts and stagnant economic growth dominated the agenda. But the standout point was the OBRs revised economic growth forecasts. The chancellor revealed that the body has slashed its growth forecast for this year in half from 2% to 1%. It paints a painful picture considering the impending rises to employer National Insurance Contributions (NICs) are already seeing businesses cutting costs

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IRS Data Shows Tax Refund Amounts Are 4.6% Higher This Tax Season

CPA Practice

The IRS has sent more than 55.7 million refunds to taxpayers totaling nearly $179.5 billion thus far this tax season, an increase of 1.3% and 5.9%, respectively, from last year.

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PCAOB sees improvements in largest audit firms

Accounting Today

The Public Company Accounting Oversight Board's inspection staff found noticeable improvements in the deficiency rates of the six largest global auditing firms.

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How to Set Better OKRs and Drive Results

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.

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GASB Seeks Input on Disclosures for Severe Financial Stress and Probable Dissolution

CPA Practice

The Governmental Accounting Standards Board issued a preliminary views document on March 31 regarding proposals associated with accounting and financial reporting for severe financial stress and probable dissolution disclosures.

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Voting for the 2025 ProAdvisor Awards Closes Tonight

Insightful Accountant

Voting for the ProAdvisor Awards closes Tonight, April 1 at 23:59:59 Pacific time. If you haven't voted for the 2025 ProAdvisor Awards, today is your last chance to cast your ballot for U.S. and International candidates.

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A Journey of Resilience With Community Hope

Withum

Never give up. Find the light in knowing there is somebody out there who is always willing to help. Explore Other Episodes #CivicWarriors #WithumImpact The post A Journey of Resilience With Community Hope appeared first on Withum.

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Patriot Payroll Ranks First for Payroll Tax Filing

CPA Practice

U.S. News & World Report compared price, tax filing support, integrations and automations, and more to determine which popular payroll software options made the 2025 Best Payroll Software list.

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Bragging Rights: Patriot Payroll® Crowned “Best for Tax Filing” by U.S. News & World Report

Patriot Software

U.S. News & World Reports 2025 Best Payroll Software lists Patriot Payroll as Best for Tax Filing, thanks to Patriots tax-related functions and tax filing guarantee. Canton, OH U.S. News & World Report released its 2025 Best Payroll Software rankingsand named Patriot Payroll the Best for Tax Filing.

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Taxpayer Absorbs Full Tax Weight on Hardship Distribution

CPA Practice

If a taxpayer is in dire need, they may choose to take a hardship distribution from a qualified retirement plan. However, as shown in a new case, Campana, TC Memo 2025-23, 3/19/25, this doesnt absolve any tax liability.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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Art of Accounting: What potential investors must have

Accounting Today

Due diligence and caution are important when evaluating investment opportunities and business plans that are being pitched.

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Job Tenure is Down: Do’s and Don’ts Before You Quit

CPA Practice

Job tenure is decreasing, according to a Bureau of Labor Statistics analysis. Workers leaving their jobs should keep these financial considerations in mind.

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Optimizing K-1 Processing for Tax Practitioners

Insightful Accountant

Tax teams face significant challenges with K-1 processing, as more than half of this work is compressed into just three months, with the busy season now extending beyond the traditional January-April period into July-October.

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S Corp Confusion Costs Solopreneurs $50 Billion in Tax Savings, Study Finds

CPA Practice

Despite the potential for significant tax savings, only 4% of solopreneurs operate as an S corporation, while the majority default to sole proprietorships (69%) or limited liability companies (26%), according to the results of a survey.

Tax 72
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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Can You Cancel Payroll After You’ve Run It?

Patriot Software

You ran payroll and realized you made a mistake. Great. If you catch the mistake quickly enough, you may be able to void or cancel payroll. But, there are several factors at play. What if you pay employees via direct depositcan you cancel payroll?

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insightsoftware Announces Global Expansion of JustPerform Financial Platform

CPA Practice

The financial performance platform is now available in APAC, North America, the UK, and Ireland. (The company instentionally spells it's name in lower case.

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Slow US tax collections spark angst about debt ceiling X-date

Accounting Today

Tax collection projections are down. Refunds are up. That's a formula that could dampen U.S. government revenue.

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How to Use a Lifestyle Analysis in Divorce

FraudFiles

How is a lifestyle analysis used in a divorce case? Attorney Miles Mason discusses how he uses the report, more specifically the numbers that he is most concerned about.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Sourcetable heralds "self-driving" spreadsheet

Accounting Today

Spreadsheet provider Sourcetable launched a "self-driving" spreadsheet that allows users to tell the spreadsheet what they want through natural language commands.

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Why Trusting Social Media for Financial Advice is a Terrible Idea

CPA Practice

While social media may be a popular way to access low-cost financial advice, its a horrible resource for a number of reasonsheres why.

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IESBA eyes independence rules for investments

Accounting Today

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

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Fintech in Flux: How Tariffs Are Reshaping the Industry

Withum

The recent imposition of tariffs has sent ripples through various sectors within the tech ecosystem, and the fintech industry is no exception. As a sector that thrives on global integration and innovation, fintech companies, especially wealth tech, lending, and payment-focused fintech, are navigating a complex landscape of increased costs, regulatory changes, and shifting consumer behaviors.

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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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GASB mulls disclosures on severe financial stress and probable dissolution

Accounting Today

The Governmental Accounting Standards Board made some preliminary proposals on accounting for severe financial stress and probable dissolution disclosures.

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Monday Morning Accounting News Brief: Crikey, Another Tax Scandal; Deloitte Is Bleeding Contracts | 3.31.25

Going Concern

Hey people. The sun is shining, the birds are chirping pooping on my porch, and it’s another fabulous week. Prayers to those of you in the final stretch of tax season. If any clients are being obnoxious and you don’t have time nor the inclination to tell them off, forward them to the tipline and we’ll give them the old what for. I’m serious.

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The litigator's lens: A new perspective on audit risk management

Accounting Today

Even when auditors follow all the standards and perform a high-quality audit, they can still be sued.

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Trump Tells Treasury and IRS to Eliminate Paper Checks

CPA Practice

President Donald Trump signed an executive order last week that authorizes the federal government to begin phasing out the use of paper checks and switch exclusively to electronic payments this fall, with some limited exceptions.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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AICPA clarifies standard on CAS financial statement prep

Accounting Today

The American Institute of CPAs' Accounting and Review Services Committee clarified a standard on financial statement preparation as part of a CAS engagement.

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Trump 2025 Tax Bill – Timing and Likely Components

Dent Moses

Timing As of March 30, 2025, the Trump administration, alongside congressional Republicans, is actively pursuing significant tax legislation aimed at extending and expanding upon the 2017 Tax Cuts and Jobs Act (TCJA). The exact timing and provisions are influenced by economic considerations and dynamics within the Republican Party. The goal is to finalize before the mid-April recess and have on the President’s desk by the end of April.

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IRS cuts more jobs as union sues over Trump labor order

Accounting Today

The Internal Revenue Service has placed 50 senior IT leaders on administrative leave, as the union filed suit over a Trump order on collective bargaining.

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