Data and information management

The Internal Revenue Service has been pilot testing new technology allowing for secure tax transcript retrieval that can integrate with an accounting firm’s practice management system.

Lukka names new head of data and analytics, Kaplan deploys CGMA learning resources, and Intapp buys in Belfast.

Financial executives are eyeing tax changes expected in the Biden administration, demands for more environmental, social and governance reporting, and diversity efforts.

The acquisition will give Bill.com users an expanded solution for automatically managing accounts payable, accounts receivable and corporate card spending all in one place.

Digital transformation is already here. Consider how you can use it to your advantage and what that could mean for your firm.

Unfairness in the Tax Code; implementing inclusion; the stimulus and 2021 returns; and other highlights from our favorite tax bloggers.

The Internal Revenue identified more than 4,500 fraudulent tax returns using an inmate’s Social Security Number in 2019, claiming refunds totaling over $14 million.

Hg's investment comes after the company, formerly known as Receipt Bank, surpasses 1 million users.

Even cloud-based software requires a plan for keeping client data safe.

Security experts are seeing a rise this tax season in phishing schemes and malware tied to hot-button subjects like tax refunds, stimulus payments and COVID-19 vaccines.

Experts and leaders in auditing name the innovations they think are having the biggest impact on the field.

The Tax Data Reader won the firm a patent on certain natural language processing and character recognition technology

When to file on 8821; RMDs and the extension; cloud concerns; and other highlights from our favorite tax bloggers.

Built for Sage 100 and 300, the platform is available in the U.S. and Canada

Vertex adds Brazil compliance product, BKD offers new cybersecurity solution, and Beanworks adds AI.

Organizations that don't leverage these digital and technological changes risk falling behind.

Accounting firms are in a unique position when it comes to having insightful data on their clients. Too few take full advantage of that position.

The company has also released the Connect App for managing QuickBooks Desktop clients in the cloud.

Data-driven processes can help auditors focus on high-risk issues for further analysis and investigation.

The Financial Crimes Enforcement Network issued a warning about the widening range of scams involving Economic Impact Payments aimed at recipients of COVID-19 relief.