Search Results for: tax app,

Sagent Appoints Industry Vet and Mortgage Servicing Ops Master Perry Hilzendeger as EVP of Servicing
Fintech Mortgage News

Sagent Appoints Industry Vet and Mortgage Servicing Ops Master Perry Hilzendeger as EVP of Servicing

Business Wire
by Business Wire0
Exec who helped build and run Wells Fargo’s near $1 trillion servicing portfolio brings ops expertise to accelerate Sagent’s modernization of servicing software Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, appointed former Wells Fargo and Homepoint Financial top servicing executive Perry Hilzendeger as......
Avalara Recognized for Software Solutions Designed to Automate and Simplify Tax Compliance Complexity
Compliance management News

Avalara Recognized for Software Solutions Designed to Automate and Simplify Tax Compliance Complexity

Business Wire
by Business Wire0
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced its products have been recognized by G2’s 2023 Best Software Awards in the Best Accounting and Finance Products category. As the world’s largest and most trusted software marketplace, G2 is visited by 80 million software buyers each year.......
SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.
Finance News

SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.

PR Newswire
by PR Newswire0
SDR Ventures is pleased to announce that Phases Accounting & Tax Service, Inc. has been acquired by Apex Accounting and Tax, Inc.. SDR served as the exclusive sell-side advisor to Phases throughout the transaction process. Founded in 1987 and based in Colorado Springs, Colorado, Phases Accounting & Tax Service has been providing individuals and small......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
by PR Newswire0
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
Financial Software Ltd. Appoints New Managing Director
B2B News

Financial Software Ltd. Appoints New Managing Director

Fintech Analyst
by Fintech Analyst0
Financial Software Ltd. (FSL) has announced the appointment of Michael Edwards as its new Managing Director. The firm offers specialist investment tax solutions and has a proven track record for developing market-leading products since 1994, including the industry’s award-winning capital gains calculator CGiX. Michael joined FSL eight years ago as......
For Middle Market Companies, Economic Uncertainty and a Technology Gap Heighten Appeal of Big Banks
Banking News

For Middle Market Companies, Economic Uncertainty and a Technology Gap Heighten Appeal of Big Banks

Business Wire
by Business Wire0
Concerns about an economic downturn have made middle market companies more conservative when managing their banking relationships. Latest Fintech Insights :  MoneyLion Partners with Column Tax to Offer Customers Free Tax Services “Intuitive digital solutions are the key to improving the client experience” Over the past six months, perceptions of......
MoneyLion Partners with Column Tax to Offer Customers Free Tax Services
Finance News

MoneyLion Partners with Column Tax to Offer Customers Free Tax Services

Business Wire
by Business Wire0
With this partnership, eligible MoneyLion users have access to a simplified tax filing process that saves them time and cost associated with similar services MoneyLion Inc., the go-to destination for personalized financial content, financial products and advice, announced it is offering eligible MoneyLion users free tax filing services through its......
Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking
Banking Finance News

Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking

Fintech News Desk
by Fintech News Desk0
Latino-founded neobank wants Spanish-speakers in the U.S. to feel more financial service love Comun, a Latino-founded neobank that provides modern banking solutions for Latino families, announced it closed a $4.5M seed round led by Costanoa Ventures with participation from South Park Commons and FJ Labs. The company plans to use......
How AI Is Driving Ecommerce App Development
Artificial Intelligence Commerce E-commerce Featured Finance Fintech Primers Fintech Radar

How AI Is Driving Ecommerce App Development

Fintech Staff Writer
by Fintech Staff Writer0
In this article, we shall be covering out our best about AI and how it is driving Ecommerce App development. It shall give a good insight into the best applications of AI in Ecommerce. Snapshot Of AI Artificial Intelligence is a concept that dominates the world of technology. Although it......
Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing
Finance News

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing

Fintech News Desk
by Fintech News Desk0
Intuit’s platform behind TurboTax Live connects people to experts and helps build customer confidence, while driving personalized experiences at scale and reducing tax filing time Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced artificial intelligence (AI) enhancements for its Virtual Expert Platform to drive highly-personalized experiences, connecting consumers......
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