Search Results for: tax preparation

EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Artificial Intelligence Banking Digital Payments Featured Finance Fintech

Leading Banks That Sport the Best Digital Banking Apps

Prajakta Ayade
by Prajakta Ayade0
Digital banking has undergone a dramatic transformation in recent years. Gone are the days of long queues and limited branch hours. The rise of digital banking apps has ushered in a new era of convenience, accessibility, and control for account holders. These sophisticated mobile applications empower users to manage their......
Fiserv Small Business Index™ for April 2024: Sales at Retail and Service Businesses Grow, Discretionary Spend Slows
Finance Fintech News

Fiserv Small Business Index™ for April 2024: Sales at Retail and Service Businesses Grow, Discretionary Spend Slows

Business Wire
by Business Wire0
Fiserv Small Business Index grew to 145, up 4 points from March 2024 Small business sales grew 5.6% year-over-year, and 2.2% month-over-month Fiserv, Inc. a leading global provider of payments and financial services technology, has published the Fiserv Small Business Index™ for April 2024. The Fiserv Small Business Index is......
$400,000 Investment by the KeyBank Foundation to Help Trinity Alliance of the Capital Region Expand Food Justice and Family Equity Efforts
Investment Services News

$400,000 Investment by the KeyBank Foundation to Help Trinity Alliance of the Capital Region Expand Food Justice and Family Equity Efforts

PR Newswire
by PR Newswire0
Funding will support Trinity Alliance of the Capital Region’s Health & Wellness Division which serves thousands of Capital Region residents with unmet needs The KeyBank Foundation is investing $400,000 to help Trinity Alliance of the Capital Region expand its efforts to provide more accessible, responsive, and comprehensive service to community members facing food insecurity and acute......
Finance News

Quicken Launches Quicken Classic Business & Personal for Mac

PR Newswire
by PR Newswire0
New offering provides Mac users a comprehensive solution for integrated business and personal financial management Quicken, maker of America’s best-selling personal finance software, launched Quicken Classic Business & Personal for Mac. The new product is the only offering that provides users with the ability to effortlessly track their business finance......
Non-Bank Financial Institutions Can Now Comply with U.S. FTC Cybersecurity Requirements With CyberCatch
News Risk Management

Non-Bank Financial Institutions Can Now Comply with U.S. FTC Cybersecurity Requirements With CyberCatch

PR Newswire
by PR Newswire0
CyberCatch Holdings, an AI-enabled Software-as-a-Service (SaaS) solution provider of continuous compliance and cyber risk mitigation, is pleased to announce the launch of an innovative solution to enable compliance with U.S. Federal Trade Commission (FTC) cybersecurity requirements under its Safeguards Rule and recent amendment. There are thousands of non-bank financial institutions......
Business Featured Fintech Primers

10 Strategies For Navigating Cashflow Shortages And Slashing Expenses

Pooja Choudhary
by Pooja Choudhary0
What are some readily implementable cost-cutting strategies that can be employed at present? How to slash my expenses? How to manage my cash flows? Is this what you are worried about something? Then you’re on the right track. Without proper management of its finances, operations, and investments, any company, no......
Bridging the Labor Gap in Accounting using AI Technology
Artificial Intelligence B2B Digital Guest Posts

Bridging the Labor Gap in Accounting using AI Technology

John McGowan
by John McGowan0
Like many other sectors, the accounting industry is experiencing a significant labor gap as demand for services grows while the supply of qualified professionals struggles to keep pace. From students electing to pursue other degrees and the silver tsunami of retiring generations, job openings for accountants and auditors are expected......
Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows
Fintech News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

PR Newswire
by PR Newswire0
Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.......
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