3 min read

Make Profitable Client Accounting Services Your 2021 New Year's Resolution

By Staff on 1/11/21 9:00 AM

This post contains highlights from a December 08, 2020 webinar discussing the bottlenecks that hinder growth in Client Accounting Services (CAS), and what steps are necessary to create more capacity to focus on the growth of your CAS offerings.

Topics: Technology XCM Spotlight Client Accounting Advisory Services Outsourcing Remote Staff
5 min read

2020 in Review: Popular Content

By Hillarie Diaz, CPA on 12/28/20 9:00 AM

As 2020 comes to a close, we’ve rounded up highlights from this past year our partners and customers have found particularly useful throughout 2020. Also, keep an eye out for upcoming webinars to help set you up for success in the New Year.

Topics: Technology Your People Growth XCM Spotlight Industry Client Accounting Advisory Services Outsourcing Remote Staff Career Coach Mentorship Workflow & Productivity Enablement Tax Employee Engagement Productivity Enablement COVID-19 Tax Season 2019 Customer Service Tax Outsourcing Workflow 101
2 min read

How Are You Using the Data You Already Have?

By Mark McAndrew on 12/14/20 9:00 AM

In turbulent times, data-driven decision-making becomes increasingly important, both within the firm and externally with clients. Clients are increasingly asking firms to provide guidance and projections driven by data, even if they don't use those words. They may ask the firm to advise where they can find this data themselves or for the firm to recommend technologies and tools can they can use to facilitate daily decision-making.

Topics: Technology Analytics
6 min read

Workflow 101: How to Choose the Right Workflow Solution for Your Organization

By Hillarie Diaz, CPA on 11/30/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement Productivity Enablement Workflow 101
3 min read

Emerging Trends in Workflow Technology

By Jairam Padmanabhan on 11/16/20 9:00 AM

You’ve no doubt heard it – COVID-19 has accelerated the adoption of cloud technologies and work from home by at least five years. But what does that actually mean?

Topics: Technology API Cloud Technology
6 min read

2019 Tax Season in Data: 10/15/2020

By Mark McAndrew on 10/22/20 9:00 AM

Welcome to the ninth installment of the tax season in data, for the period ending 10/15/2020. Congratulations, tax filers, the last deadline of the year has passed!

Topics: Technology Industry Tax Public Accounting COVID-19 Analytics Tax Season in Data Tax Season 2019
3 min read

4 Things You Need to Consider When Creating a Tax Outsourcing Strategy

By Ray Barlow on 10/5/20 9:00 AM

Having a successful partnership between the firm and its tax outsourcing partner takes more than just luck. It takes preparation and planning, even before the firm starts interviewing potential tax outsourcing companies. For those firms considering tax outsourcing services as part of their strategy, a tax outsourcing-specific plan should be made, as well.

Topics: Technology Growth Outsourcing Tax Tax Outsourcing Success Tax Outsourcing
3 min read

The Future of Audit is Workflow Automation

By Glen Keenan, CPA on 10/1/20 9:00 AM

A common misconception of the audit community has long been that engagement management software is enough to complete a quality audit within the budgeted time.

Topics: Technology Growth XCM Spotlight Workflow & Productivity Enablement Audit & Assurance Future Forward
7 min read

Impact of Workflow on the New Normal

By Randy Johnston, Executive Vice President, K2 Enterprises on 9/24/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement
5 min read

2019 Tax Season in Data: 09/01/2020

By Mark McAndrew on 9/10/20 9:00 AM

Welcome to the eighth installment of the tax season in data, for the period ending 09/01/2020. Though the filing deadline has come and gone, we’re still seeing demand for national – and comparable firm size – data from both Analytics as a Service customers and our readers. So, welcome to the post-season update!

Topics: Technology Industry Tax Analytics Tax Season in Data Tax Season 2019