Search Results for: tax planning

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy
Business Fintech News

Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy

Fintech News Desk
by Fintech News Desk0
Tax planning is important for every small business owner who wants to maximize their profit. With the new tax changes, the team at Innovative Tax Relief shares the benefits of planning to stay up to date with the new tax regulations Innovative Tax Relief LLC provides tax resolution and IRS......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Business Fintech News

Corvee Releases 2021 Tax Season Questionnaires in Tax Planning Software

Fintech News Desk
by Fintech News Desk0
Corvee, a software and solutions company which serves tax and accounting firms, today announces the release of its 2021 tax season questionnaires, file requests and engagement letters directly within the company’s Tax Planning software. This technology was developed by Michael Bergman, lead software engineer at Corvee, and the Corvee team......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Fintech News

Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning

Fintech News Desk
by Fintech News Desk0
Corvee Tax Planning software gives accounting firms and tax professionals the ability to formulate a tax savings calculation and plan in minutes using machine learning and automation Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its Tax Planning software to give......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
Wolters Kluwer Unveils Bilingual GenAI Tool in CCH AnswerConnect for Tax Professionals in Canada
Artificial Intelligence Finance Fintech News

Wolters Kluwer Unveils Bilingual GenAI Tool in CCH AnswerConnect for Tax Professionals in Canada

Business Wire
by Business Wire0
Key Highlights of the New GenAI Tool Bilingual Accessibility: First French and English GenAI tool available in Canada for seamless tax research. Trusted Content: AI-generated responses are derived from authoritative and reliable content within CCH AnswerConnect. Efficiency: Significantly reduces research time by quickly accessing accurate and relevant information. Wolters Kluwer......
IFS and Sovos announce technology partnership to transform tax compliance for global enterprises
Artificial Intelligence Finance Fintech News

IFS and Sovos announce technology partnership to transform tax compliance for global enterprises

PR Newswire
by PR Newswire0
Finance teams can keep pace with constantly changing regulatory environment through automation embedded within IFS Cloud ERP platform IFSUNLEASHED IFS, the leading provider of enterprise cloud and Industrial AI software and Sovos, the always-on tax compliance company, today announced a strategic technology partnership to integrate an indirect tax suite within IFS......
Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years
Finance Fintech News

Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years

Business Wire
by Business Wire0
AI adoption within the Office of the CFO is no longer a question of ‘if’ but ‘when’ and ‘how’ Wolters Kluwer, a global leader in information, software, and services for professionals, published a new research report: AI in Finance, from Skepticism to Optimism. The report explores adoption and sentiment related......
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