Search Results for: tax app,

Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution
Business Fintech News

Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution

Fintech News Desk
by Fintech News Desk0
Today, Wolters Kluwer Tax & Accounting announced that it’s introducing over 250 innovative new features to its award-winning, cloud-based CCH Axcess™ Client Collaboration expert solution for Tax Year 2020. The upcoming release includes several new features designed specifically to enable frictionless collaboration between firms and their clients. With a fully integrated 8879 eSign process,......
IDEMIA Launches Converged Card to Enable Financial Inclusion with Identity and Payment Card Solution
Business Fintech News

IDEMIA Launches Converged Card to Enable Financial Inclusion with Identity and Payment Card Solution

Fintech News Desk
by Fintech News Desk0
IDEMIA, a global leader in identity and security solutions and the number one provider of driver’s licenses in the U.S., announced the development of a Converged Card solution in partnership with Mastercard, allowing cardholders to safely and securely shop for everyday essentials. The solution will help bring more people into......
Equifax Launches "Mortgage Duo" Providing Instant Verifications for Co-Borrowers via a Single Transaction
Fintech News

Equifax Helps Bring Greater Confidence to Lending With New Cashflow Insights Solution

Fintech News Desk
by Fintech News Desk0
New Consumer Permissioned Data Offering Helps People Create More Robust Financial Profiles in Time of Economic Uncertainty; Empowers Individuals to Share Online Bank Account Information When Applying for Loans and Services Equifax® (NYSE: EFX) understands that nearly every type of consumer – whether prime, subprime, credit thin or credit invisible –......
Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.
Banking Fintech News

Trovata Adds Marketing Executive to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Trovata announced today it has added a marketing executive to its senior leadership team. Trovata, a leader in automating cash reporting and forecasting through wholesale, multi-bank API data aggregation, announced today it has added a marketing executive to its senior leadership team. Amanda Thomas, VP of Marketing, joins Trovata with......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech Investment Services News

55ip Brings on Three New Managing Directors

Fintech News Desk
by Fintech News Desk0
Addition of key personnel will support its mission of empowering advisor growth through intelligent, tax-smart investment strategies 55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The firm has appointed Silvio DeVincentis as Managing Director and Head of Quantitative Research and Development, Michael Camp, CFA, as......
CaseWare Announces Strategic Investment From Hg to Accelerate Growth of Next Generation Audit and Assurance Cloud Products
Fintech Investment Services News

CaseWare Announces Strategic Investment From Hg to Accelerate Growth of Next Generation Audit and Assurance Cloud Products

Fintech News Desk
by Fintech News Desk0
Hg, a leading global software investor, today announces that it has made a strategic investment in CaseWare International Inc (“CaseWare”), a global leader in audit and assurance software. Terms of the transaction were not disclosed. Read More: Gem State Distributors Launches Online Payment Portal, Mobile Payment App, and AutoPay Solutions......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
SparkBeyond partners with Baker McKenzie to reimagine the legal industry with AI
Artificial Intelligence Business Fintech News

SparkBeyond partners with Baker McKenzie to reimagine the legal industry with AI

Fintech News Desk
by Fintech News Desk0
The Partnership will see SparkBeyond’s AI-driven suite of products implemented across a broad range of Baker McKenzie’s global activities. SparkBeyond, an AI-powered problem solving platform that augments and accelerates the generation of novel insights out of data and knowledge, alongside Baker McKenzie, a leading multinational law firm, announced a market-first......
Betterment Unveils New Socially Responsible Investment Offerings
Fintech Investment Services News

Betterment Unveils New Socially Responsible Investment Offerings

Fintech News Desk
by Fintech News Desk0
Betterment, a smart money manager, announced new Socially Responsible Investment (SRI) portfolio offerings that will allow customers to invest for environmental and social impact, without sacrificing the portfolio diversification, tax-optimization or performance that Betterment strives to deliver. The existing SRI offering, first made available in 2017, is receiving a number......
Facebook Fintech Executive Oliver Gratry Joins LeaseLock as CFO
Fintech InsurTech News

Mychelle Johnston Joins LeaseLock as Director, Enterprise Accounts

Fintech News Desk
by Fintech News Desk0
The multifamily sales and marketing veteran brings both operator and supplier partner experience LeaseLock, the leading insurtech software platform that totally eliminates security deposits, surety bonds and guarantors in rental housing, announced Mychelle Johnston has joined the company as Director, Enterprise Accounts. Read More: DBS Debuts New Content Line-up to Help......
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